Here Every Step of the Way
At National Financial Planners, we aim to ease the pressure of insurance claims by managing the complex steps on your behalf. Our goal is to free up your time and energy so you can focus on your recovery, wellbeing, and family.
For professional advisers, we take on the detail-heavy tasks associated with insurance claims, giving you more time to serve your clients and grow your practice.
What makes us different? Clear communication, honest pricing, and an experienced team that actively works to resolve issues before they become roadblocks. We make the claims process efficient, straightforward, and fair.
Helping Financial Advisers
- Delegate end-to-end claims handling so you can reduce admin and focus on strategy.
- Work with a team well-versed in insurance and superannuation legislation.
- Minimise disputes, delays, and compliance risks in the claims journey.
- Transition clients back to your advice practice once claims are finalised.
- Choose flexible support, from education to complete outsourcing solutions.
Partnering with Legal and Accounting Professionals
- Collaborate with our team to ensure your clients receive timely claim outcomes.
- Relieve your team from admin-heavy claims work by handing it over to us.
- Leverage our assistance without affecting your existing billing or fee models.
Assisting Superannuation Members
- Receive tailored, responsive support when facing illness, injury, or hardship.
- Engage with a personal case manager focused on getting your claim resolved.
- We advocate for you and your family throughout the claims process — start to finish.
Optimising Insurance Claims
- Get expert guidance for TPD, Income Protection, Life, and Terminal Illness claims.
- Reduce claim delays and costs through expert handling and preparation.
- Benefit from coordinated support across your professional network — including financial, legal, and accounting contacts.
At National Financial Planners, we go beyond managing paperwork — we serve as your trusted partner throughout the entire insurance claims journey.