Business insurance
Insurance For Finance Brokers, Loans & Mortgages
Compare business insurance built around the real risks finance brokers, loans & mortgages face — and line up the right cover before your renewal.
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How it works
Matched to the right broker in minutes
Tell us what you need
A few details about your business and the cover you need. Takes under a minute.
We match you
We line you up with the right vetted broker for finance brokers, loans & mortgages and your risks — no guesswork.
Get covered
Your broker takes it from there — quotes and cover, sorted.
What you get
Built around your business
- Professional indemnity cover for the advice and services your clients rely on.
- Cover for cyber, client data, and the office you run — not just physical risk.
- A renewal review before your policy rolls over, so cover keeps pace with your work.
How it works
Simple next steps
- 1Tell us your services, client types, and renewal month.
- 2We match you to a broker who insures professional practices.
- 3You review the cover and only switch if it fits better.
Important note
Good to know
No lock-in and no obligation. We only connect you with a partner if it genuinely helps — you decide whether to proceed.
Business insurance
Insurance for Finance Brokers, Loans & Mortgages
A finance broking business carries professional risk, so professional indemnity sits at the centre of your cover — it protects you if a client claims your advice or loan recommendation caused them loss, and your aggregator or licensee will usually require it. Cyber cover is increasingly important given the volume of sensitive client financial and identity data you hold. Public liability covers clients visiting your office, and contents cover protects your equipment. Once you employ staff, workers' compensation is required. With many policies renewing around 30 June, review your professional indemnity limits before the new financial year to make sure they still match your loan volume.
Common questions
Finance Brokers, Loans & Mortgages — insurance questions
What cover matters most for a finance broker?
Professional indemnity, because your livelihood rests on advice and recommendations, and your licensee typically requires it. Cyber cover is the next priority given the sensitive client data you handle every day.
Why do brokers need cyber insurance?
You hold clients' identity documents and financial details, which makes you a target, and a breach can be costly and damaging. Cyber cover helps with the response, notification and recovery costs if your systems are compromised.
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Get matched to the right broker
Tell us what you need and we'll match you to the right partner — free, no lock-in, under a minute.