Personal Insurance

Get the financial security you need and deserve

Protect yourself and your family against unforeseen circumstances with expert advice from our insurance specialists.

If you’re ready to prepare for the unexpected, submit our contact form.

One of our advisers will be in touch.

By signing up, you agree that Findex will hold and use your information in accordance with its Privacy Policy, and consent to receiving information from Findex, which you may unsubscribe from at any time.

PEACE OF MIND FOR YOUR FAMILY

Protect your income against trauma, disability or death.

Your ability to earn an income is your biggest asset. Is yours protected against illnesses like cancer and MND, or injuries whether temporary or permanent?

Having a personal insurance strategy mitigates the financial risk to you and your family if you’re unable to earn income on a short or long-term basis. We deliver a personalised suite of personal insurance solutions that can help you sleep at night and provide peace of mind.

PI Zone 2 - 1
PI Zone 2
Personal Insurance
HOW IT WORKS
Zone 2 - 1

Submit your form

Help us understand your needs. Your information will come directly to us, safe and secure.  

Zone 2 - 2

Our team will contact you

A Wealth Solutions Partner will contact you within a few business hours to discuss your needs and book in a complimentary Discovery Meeting.  

Zone 2 - 3

Complimentary Discovery meeting  

Undertake your complimentary Discovery Meeting where we’ll go through your goals, objectives and priorities in detail, to get the best understanding of you and how we can help. 

Zone 2 - 4

We present our tailored Solutions to maximise your Wealth outcomes 

Meet your team of experts who present our proposed Solution. Review and approve your action plan with recommended next steps and indicative pricing. 

WHAT TO EXPECT

Working with Findex’s personal insurance specialists.

PI ZONE 3

Flexible strategies.

Periodic reviews of your personal insurance plans help ensure your strategies are aligned with your circumstances.

PI ZONE 3

With you for the long haul.

We create long-term relationships that evolve over time to help you avoid stress and anxiety today, and down the road.

PI ZONE 3

One point of contact.

We’ll provide you with a dedicated personal insurance specialist who will get to know you and will understand your specific needs.

MINIMISING RISK

We've got you covered.

From life insurance and income protection insurance all the way through to business succession advice, we can help you reduce your risk exposure.

WHY RISK IT?

Plan for the unexpected.

Covering common personal insurance options including trauma insurance, life insurance, and total and permanent disability insurance, our service-driven team can create a specialised personal insurance portfolio to serve as a safety net and provide peace of mind.

No matter your needs, we can match you with the appropriate insurance coverage to protect your livelihood in the event of an unexpected setback. We offer stepped and premium levels of coverage that cater to your specific needs.

Personal Insurance
WHY CHOOSE FINDEX

Connect with a trusted financial adviser who can provide expert insurance strategies tailored to you.

Retirement - Personalised Icon

Personalised for your unique needs

We seek to understand your individual goals, objectives, needs, and values.

Zone 7 - 2

Over 100+ locations

With offices across Australia, we can service clients from anywhere.

Zone 7 - 3

No hidden costs

We pride ourselves on ensuring that our clients understand and have full transparency of all costs.

Zone 7 - 4

A total wealth management solution

We provide a comprehensive range of services and advice to help you manage, protect, and grow your wealth.

Nobody knows what tomorrow will bring.

Take the next steps to reduce risk with tailored personal insurance strategies suited to your needs.

Personal Insurance