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Partnering With Curo – Outsourced Risk Advice

With the financial services industry being more competitive and regulated than ever before, more and more advisers realise that in order to provide high quality, compliant advice one must specialise. As a result, more and more Financial Planners and Accountants are outsourcing their client’s Wealth Protection and Insurance advice to Curo Financial Services Pty Ltd.

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    Curo has developed a reputation as one of the leading specialist risk practices in Australia with extensive expertise in all facets of the business and has long standing arrangements with many highly successful practices all around Australia for the provision of insurance advice.

    Our service to your client is not limited to initial advice alone but continues in perpetuity and includes daily administrative functions such as the provision of tax statements to as simple a function as changing address details. We then offer regular reviews of your clients’ insurances and possibly most importantly, we handle all claims on their behalf. Our results in this area are nothing short of spectacular.

    Our service to you, the planner or accountant, includes being a readily available technical resource, availability to speak at client education seminars or staff training days, assistance in the provision or development of marketing material and importantly a ensuring that your client’s best interests are taken into account every step of the way.

    In summary, you will be providing your client with an essential, invaluable service in an exceptionally professional manner whilst improving your bottom line. Referring your clients to us for insurance advice is not only fulfilling your duty of care to them but also broadening your business.

    If you want to find out more about providing your clients with the facility to receive industry leading, specialised advice, call 1300 665 356 and ask to speak to Brent or Ian.

    How Does The Referral Process Work With Curo?

    Meet and Speak With Our Team

    At Curo we understand that at the foundation of any successful referrer relationship is trust and
    integrity.

    Our long standing referral partnerships are testament to the level of service and advice that our referral clients enjoy.

    Our business relationships are founded on mutual respect and value placed on the need for our clients to receive the highest level of specialised financial advice.

    Faith In Our Integrity and Transparency

    The level of integrity and trust that is synonymous with Curo Financial Serivces is the result of continually meeting and exceeding expectations as well as always acting in an ethical and responsible manner.

    Our transparent reporting system will see you recieve a fortnightly progress report relating to all cases you currently have with us.

    What’s is the next step?

    If you would like to find out more about entering into a business relationship with Australia’s leading risk advisory practice, get in touch with one of our directors today.

    We would be more than happy to come to your office to further explain and present to you how Curo Financial Services can add value to your business.

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    See our testimonials

    Multiple Sclerosis – Income Protection

    It is without hesitation that I provide a testimonial for Brent Satill from Curo Financial Services. Brent has exceeded our expectations and has been a pleasure to deal with. Brent is not only professional, trustworthy and provides excellent service that goes above and beyond but is compassionate, kind and caring. Brent has always had our

    J and C Wallace
    Queensland

    COVID Vaccine Injury – Income Protection

    At my age I never thought I’d find myself needing to claim on insurance; but the unexpected happened and the news wasn’t good. Fortunately, just the year before I had reviewed all my insurances and set up new policies through Ian Satill at CURO Financial Services. I am immensely grateful for Ian’s vast experience and

    Dr Steven Smith BDS MDes NatDipGD
    Dental Surgeon, General Dental Practice, DCNZ Person ID 21674, Ahpra Provider No 5250802X

    Mental Health – TPD Insurance Claim

    I was referred to ‘Curo Financial Services’ by my Accountant when I needed to make a claim for TPD.  From the start Brent Satill and the team managed my claim through the process and simply made it straightforward for me. I could not recommend Brent enough and the team for what they achieved for me

    G Ireland
    Financial Advisor, Newcastle

    Parkinsons Disease – TPD Insurance Claim

    “I started to doubt my interpretation of definitions despite twenty years of experience. I was deeply concerned for my client and full of doubt in myself when I turned to Ian Satill. He professionally attended to the claim and in a brief period had it paid in full, back dated to the start and the

    Financial Adviser
    Adelaide

    Retrospective Claim – Trauma Insurance

    “We were recently referred to Ian Satill of Curo Financial Services to undertake a review of our personal insurances. During this process Ian discovered that I should be eligible to lodge a claim for payment through my Trauma Insurance. Ian supplied all information and forms required and submitted them, and the appropriate reports, on my

    Finance Manager
    Adelaide

    Female – Cancer – Trauma Insurance Claim

    “In 2007, I asked Ian from Curo to come and assist me in implementing some risk insurance strategies, such as Income Protection, Life and Trauma. As I am the sole “bread winner” for my family, I felt it was imperative that I had the correct insurance cover to help out my family in case something

    John Rapson
    Acheive Financial

    Cancer – Accountant – Trauma and Income Protection Claim

    “I am a partner in an accounting and financial planning practice. Our financial planning activity includes providing risk advice to clients. In late 2012, I was diagnosed with prostate cancer. Thankfully we had taken our own advice and substantial income protection and trauma policies were in place. These were triggered by my diagnosis. When I

    Partner
    Financial Planning Practice

    Cancer – Income Protection and Trauma Insurance

    I am a 57-year-old man with a wonderful partner and four adult children living in Perth, Western Australia. Our children and mostly financially independent, and we have a small mortgage on our house and an investment property. I was worried that if I got sick for an extended period, my partner and I may not

    Skin Cancer – Trauma Insurance Testimonial

    “I have been a client of Ian’s for 10 years. I was diagnosed with skin cancer which the insurance company advised did not meet the criteria for a Trauma claim. Ian disputed this as the wording was ambiguous and within a few days the insurance company changed their minds and we received the payout within

    SD
    Director, Baulkham Hills

    Interested in learning more?

    Fill in the form below and one of our advisers will get in touch to assist you further.






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