Bemrose Life is a specialist life insurance and superannuation advisory business. In partnership with Investwise Financial Planning we can provide our clients with an unparalleled range of financial services, products and advice with one point of contact.
We exist to provide high quality life insurance advice to:
✓ Businesses ✓ Families ✓ Individuals
IDENTIFY RISKS & OPPORTUNITIES
BUILD A STRATEGY
REVIEW YOUR PLAN
An experienced Adviser can help you to identify and prioritise your critical financial risks and your important financial objectives and then build a strategy that works within your timing and your budget.
Getting your cover accepted at the best possible rates and conditions is an important part of our service. This process is called underwriting and it involves ensuring that both medically and financially you won’t be required to justify your cover if you need to claim – it’s all looked after up front.
Your adviser will help you get to the heart of your important matters so we can build a strategy that works best for you, and our ongoing review ensures that the strategy keeps working for you as your circumstances change over the years.
With our ‘Astute Wheel’ process we can undertake a comprehensive risk needs analysis with summaries and draft advice. We can illustrate your Life Insurance, Income Protection, Total and Permanent Disability, Trauma & Critical Illness. We can model your future wealth accumulation (super and non-super) as well as your retirement cash flows so that you can see how your actual plan works - right through into retirement.
No hidden surprises, no hidden costs, and you won’t have to commit to anything until you’re
satisfied with the plan.
Keen to find out more? Click below to learn more how we can make our process work for you
The claims process is managed for you so that you can concentrate on what you need to do to look after yourself, your business and your family through a difficult time. We will look after the application, documentation, lodgement and communication for you. We also help you to understand what you are entitled to claim so that you can get the most out of your policies. Bemrose Life assigns the highest priority to our client’s claims to ensure that insurers respond quickly and equitably.
Sean Bemrose
Director
Sean has been a senior member of and contributor to the Australian General Insurance industry for many years, and is the Managing Director of Tony Bemrose Insurance Brokers and several other insurance focused organisations. With a Diploma of Financial Services (Insurance Broking), Bachelor of Economics, Bachelor of Arts, Grad Dip Applied Finance & Investment, Associate of the Securities Institute of Australia (FINSIA) amongst other qualifications, he brings a wealth of commercial experience and a strong management and customer service focus to Bemrose Life.
Lachlan has several decades’ experience in financial services, and has specific skillsets in Life Insurance, Business Insurance Portfolio Management and Estate Planning.
He drives the growth and development of Bemrose Life and assists our Advisers in the course of their work with Clients and helps our clients out with their day to day matters.
Larry Ellis has been providing Risk Management advice to clients for more than 30 years. He is an Authorised Representative of Madison Financial Group Pty Ltd.
Larry is fully qualified to discuss every area of your life insurance, wealth accumulation, superannuation, self managed superannuation and retirement planning.
What he does extremely well is to make it all very easy to understand and even easier to get done.
Larry is a keen sportsman and family man, and we’re lucky to have him on the team.
Financial Adviser
Steffen has quite a unique background in tech and consulting. In short he has always been a professional problem solver and has an acute talent when it comes to identifying potential problems and applying a practical fix, whether that be structural, through the application of products or just through good advice.
Steffen has an exceptional knowledge of the Australian financial landscape, and can help our clients navigate complex financial issues and instruments.
That being said, Steffen understands people and has helped many of our clients to get to the heart of what matters to them and their families. Steffen can talk to you about your life insurance or your super and investments.
Madison is a boutique financial services firm. Since 1983 Madison has been supporting quality Advisers with the best platform and suite of products and service to attend to their clients’ needs.
Madison has funds under advice of over $3 billion and its recurring insurance premiums to in excess of $70 million, developed a network of over 80 Authorised Representatives across Australia . Madison maintains alliances with a range of service providers to offer a broad range of services to clients through their Advisers, as well as to ensure the highest industry standards of expertise, conduct and disclosure.
Address
Level 5, 757 Ann Street (PO Box 300)
Fortitude Valley QLD 4006, Australia
Email
enquiries@bemroselife.com.au
Phone
07 3852 4853
