Our Process

Initial Consultation

We begin with a short, obligation-free consultation to understand your current needs and explore how we can support your situation. This introductory call helps us identify your existing insurance cover and determine what’s required to move forward. Our goal is to offer immediate clarity and peace of mind by the end of this discussion.

Step 1 – Information Review

We conduct a detailed review of your situation—analysing policies, providers, and the terms of your cover. Accurate information is essential at this stage, as many claims falter due to insufficient details or time-sensitive issues. This step allows us to gather all necessary documents and data to build a strong foundation for your claim.

Step 2 – Claims Strategy

We develop a tailored claims strategy based on the findings from Step 1. A dedicated Claims Manager is assigned to guide you through the process. With in-depth research and clear documentation, we aim to minimise complications and ensure your application is structured for the best chance of success.

Step 3 – Claim Submission

Once the strategy is in place, we take action—liaising with all relevant professionals, from doctors to financial advisers, insurers, and employers. We also engage directly with claims assessors and key decision-makers. As your central point of contact, we manage the process end-to-end so you can focus on your health and priorities without added pressure.

Step 4 – Ongoing Support

Our support doesn’t end once your claim is submitted. We provide regular updates and remain accessible for any questions or concerns. We proactively manage any issues that arise to avoid unnecessary setbacks. Unlike traditional legal services, we offer transparent, agreed-upon fees—ensuring your experience remains focused on support, not cost.

Contact Details

National Financial Planners Office

Office: 03 9504 3878
Mobile: 0418 888 858
Email: [email protected]

Head Office:
Level 13, 90 Collins Street
Melbourne, Victoria 3000

Operating Hours:
Monday to Friday: 9am – 5pm
Saturday & Sunday: Closed

Don’t Leave Your Insurance Claim to Chance

When it comes to navigating complex insurance claims, experience matters. At National Financial Planners, we’ve been supporting clients since 1986. Our deep understanding of insurance frameworks, policy definitions, and claims strategies ensures your application is handled with the utmost care and expertise.

Whether you’re lodging a new claim or challenging a denial, we are here to help you through every stage. Don’t take risks with your financial future—seek guidance from a team that brings decades of proven success.

Don’t Leave Your Insurance Claim to Chance

When it comes to navigating complex insurance claims, experience matters. At National Financial Planners, we’ve been supporting clients since 1986. Our deep understanding of insurance frameworks, policy definitions, and claims strategies ensures your application is handled with the utmost care and expertise.

Whether you’re lodging a new claim or challenging a denial, we are here to help you through every stage. Don’t take risks with your financial future—seek guidance from a team that brings decades of proven success.