“I’m incredibly grateful to Lloyd and his team for their guidance and advice on my income protection. I recently made a successful claim for a lump sum payment after sustaining a scaphoid fracture in a cycling accident. Just three months earlier, I had spoken with Lloyd about the rising costs of my policy, and he explained the benefits of keeping my current coverage—particularly the additional allowances that ended up being invaluable in my situation.

With a three-month waiting period, I didn’t expect to be eligible for a claim, assuming I’d return to full clinical duties in both public and private practice much sooner. So, it was a welcome surprise when the claim was approved. It’s been six years since Lloyd brokered my policy, and he has truly delivered on his promise to support his clients through every step of the claims process.

I wholeheartedly recommend Lloyd and his team—they are trustworthy, knowledgeable, and committed to their clients well beyond the point of setting up a policy.”

Ram

Victorian Doctor

March 2025

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The information provided contains general information and examples and does not take into account your personal objectives, financial situation or needs. Note that the policy wording will differ from insurer to insurer and loadings, exclusions and other limitations may apply by the insurer to each applicant on a case by case basis. Image above is computer generated.

At the time of writing, Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232. See our website for our Financial Services Guide and latest AFSL arrangements.  Always read the Product Disclosure Statement issued by an Insurer before considering insurance