Business insurance
Insurance For Financial Planners
Compare business insurance built around the real risks financial planners 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 financial planners 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 Financial Planners
A financial planning practice carries serious professional risk, so professional indemnity is the foundation of your cover — it protects you if a client claims your advice caused them financial loss, and your licensee will require it. Cyber cover is essential given the sensitive financial, identity and portfolio data you hold. Public liability covers clients visiting your office, contents cover protects your equipment, and 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 confirm they still match your funds advised and client base.
Common questions
Financial Planners — insurance questions
What cover matters most for a financial planner?
Professional indemnity, because your advice carries real financial consequences and your AFSL or licensee requires it. Cyber cover is close behind, given the volume of sensitive client data your practice holds.
How much professional indemnity cover do I need?
It depends on your funds advised, client base and your licensee's requirements, so review your limits regularly as the practice grows. A broker who knows the advice sector can help you set cover that matches your actual exposure.
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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.