We understand the foundation of any successful business or family is adequate protection. We work with you to understand your situation. We then develop strategies and solutions to assist. Our solutions are designed to help cover economic loss caused by death, disability or major illness. Ensuring your family or business are protected in the event of an unexpected loss is our goal.
We deal exclusively with people who appreciate a high level of service and are committed to protecting wealth and reaching financial goals for themselves and their family.
We are typically paid by the product provider we recommend. A fee for service option is available if specifically requested. The fee is charged based on the nature and extent of the services delivered with an estimated cost provided before commencing any work with our clients.
The sudden unexpected loss of the bread winner has devastating consequences for a family. We help identify the ways to best protect your family in the event of the unexpected.
We believe the most important part of our job is when you need to claim. It is at this time our assistance is most valued and valuable. The most important part of the Claims Process is to CONTACT US as soon as possible to check whether you have a claim. We will help you through the process every step of the way.
We have many years experience discussing and delivering solutions to protect a business should the sudden unexpected loss of shareholder or key person occur.
Proper estate planning helps eliminate uncertainties over the administration of your estate & fulfilment of your wishes in the event of your death. For many years, we have facilitated this difficult conversation with clients and their loved ones.
We provide an understanding of the various ways life insurance can be structured to provide suitable outcome in the event of a claim.
Danny Ellis and Roger Stannard are Authorised Representatives (AR 240623 & AR 238658) and Risk Insurance Service Ltd Pty ABN 14 607 846 104 is a Corporate Authorised Representatives (CAR331367) of ClearView Financial Advice Pty Ltd ABN 89133 593 012
When providing insurance advice, we use the products listed below to provide solutions for your needs:
TPD (Total and Permanent Disability)
When delivering insurance solutions, these terms will likely be discussed with you depending on for your needs:
FAMILY PROTECTION PLAN
LONG TERM SPECIAL NEEDS PLAN
KEY PERSON PLAN
SHAREHOLDER PROTECTION PLAN
DEBT PROTECTION PLAN
BUY SELL OR BUSINESS SUCCESSION PLAN
Roger and Danny are authorised by their licensee, ClearView Financial Advice to provide advice on financial products to suit the needs of individuals, families and businesses. They work closely with Financial Planners, General Insurance brokers, Legal Professionals and Accountants to ensure you have access to other qualified and experienced professionals to assist in the areas of financial planning, estate planning and taxation.
O U R C L I E N T S S A Y
Roger has been my financial advisor since 1991. I would not hesitate to recommend him to anyone seeking an honourable man to advise them in their financial affairs.
Roger has been our insurance advisor for the best part of 10 years. He is a pleasure to deal with, always helpful and extremely knowledgeable providing us with a great deal of comfort knowing that should anything happen; our family are completely protected financially.
Roger explains what the outcomes will be with each product now and in the future. He does his homework on all products available so you are never left wonder. I feel Roger is a very honest and reliable person. You are not just a number, but a client who he enjoys looking after.