Finance & Mortgage Planners

Mortgage brokers and professionals in the finance industry face a broad range of complex risks to their business, including public liability and professional indemnity claims. To keep your practice protected and prosperous, having the right insurance to suit your client services is essential.

Working together with you, we’ll develop a Finance and Mortgage Broker insurance plan that gives you the assurance of varied protection in a constantly evolving profession.

As a true market leader in this industry, benefits include:

  • Policy available to all finance brokers, including MFAA & FBAA members
  • MFAA recognised insurance provider
  • ASIC approved External Dispute Resolution Schemes
  • Protecting your past activities with unlimited retroactive cover
  • Compliant with Regulatory Guide 210, insurance arrangements for credit licensees
  • Comprehensive professional indemnity and public liability cover
  • Business insurance covering home and contents, office, travel, motor
  • Workers compensation and personal accident and illness coverage
  • Life insurance options including trauma, term life and income protection
  • Loan protection policy available for mortgage brokers to offer to clients
  • A+ rated insurer security

Click the button below to have your Professional Indemnity and Public Liability Covers quoted instantly via the MFAA. Once the purchase is completed we will immediately e-mail your policy document, insurance certificate and tax invoice/receipt – it’s that simple!

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