Insurance

As part of our full financial planning service, we will appraise the adequacy of any personal insurance you have, to ensure that it will meet your financial obligations in the event that you need to make a claim.

We have specialist expertise in all types of personal insurances including life insurance, TPD insurance, income protection (or disability insurance), trauma insurance, keyman insurance and more.

The personal insurance policies we recommend are drawn from Australia’s leading insurers. The insurance policy we recommend for you will be chosen on the basis of policy wording, benefits, claims experience, administration performance and competitive pricing.

We’ll help make it simple and straightforward

The Five Pillars team will assist you to complete all necessary paperwork, and will arrange any medical tests or financial reports that may be required.

Once the policy is issued, we check the details to ensure they align with what you applied for. And if you or your family needs to make a claim on the policy, we will assist so that the claim is processed as quickly as possible.

Having the right personal insurance product in place can financially protect you, your family or your business. Talk to us today to find out how we can help arrange important personal insurances as part of your comprehensive financial plan.

Please note that past performance is not a reliable indicator of future performance. The information contained in this website is of a general nature only. We strongly recommend you seek advice specific to your goals and circumstances before taking any action.

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What Our Clients Say

"A real highlight of our Five Pillars experience has been Jason's presentations of relevant financial planning strategies for us"

C & L W

Finance Manager, Oyster Bay
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"Five Pillars Financial Planning has provided us with direction and purpose in trying to achieve our financial goals. Their strategies have created real growth in our finances, and the clarity and professionalism of their advice has made our wealth creation pathway easy to understand. And all done in a friendly and co-operative manner which makes life a lot easier for us!"

Architect, Hornsby Heights
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“We decided that we needed to get advice on how to better develop our retirement plans and make smarter use of the legislation to enhance our superannuation benefits. We selected Five Pillars for this advice because they were looking after a number of senior managers at my work who were happy with their advice and the results being achieved."

Engineer, Drummoyne
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“I found Five Pillars at a time when I did not have a plan, I did not have an advisor and I did not understand what my choices were to look after myself financially. Jason and the team were very, very helpful. They gave me clear options of what I could do then and that ultimately there would come a time when life would get easier. Now 5 years later I am confident that I have a plan that works for me, I have advisors I trust and financial investments which mean I will be able to look after myself when I stop working."

General Manager, Darlinghurst
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“With Five Pillars we have a plan to actually achieve our goals instead of just dreaming about them. Their in depth goal setting and fact finding process clarified our goals precisely, and that meant that our plan was built with a clear path towards accomplishment.”

General Manager, Mortlake
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"Fabulous Customer Service"
I was reliving the experience of my Financial Planners at Five Pillars Financial Planning to Sarah, when she suggest that I should blog about it.

Business Director, Castle Hill
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