
Over $1M of insurance claims paid to Prudentia clients over last 5 years.
Sometimes it is difficult to justify paying insurance premiums year after year if you haven’t made a claim or know someone who has. I have many stories I could share with you and will do so when time permits. However, to give you a snap shot of the insurance claims I have assisted clients with since 2014, click here… I am only a small practice and I know that insurers do pay a lot more claims than this. The benefits received by these clients include:
Please remember, if you are diagnosed with an illness or suffered an injury, your first phone call after seeing your doctor should be to me – so I can help you with the claims process and ensure a speedy payment (assuming you meet the conditions of the policy of course).
| Year | Occupation | Insurance Policy | Total Paid | Period of claim |
| 2014 | Self employed/Carpenter | Income Protection | $ 16,246 | 4.7 months |
| 2015 | Business owner/home maintenance | Income Protection | $ 17,476 | 3 months |
| 2015 | Call centre/customer service | Income Protection | $ 81,000 | 2 years |
| 2016 | Call centre/customer service | Total & Perm. Disablement | $ 51,840 | Lump sum |
| 2016 | Office/Admin | Income Protection | $ 74,088 | 2 years |
| 2018 | Manager/Executive | Trauma | $ 400,000 | Lump sum |
| 2018 | Office/Admin | Total & Perm. Disablement | $ 101,816 | Lump sum |
| 2018 | Call centre/customer service | Income Protection | $ 67,152 | 2 years |
| 2019 | Executive/IT | Trauma | $ 150,000 | Lump sum |
| 2019 | Retired | Whole of Life | $ 48,205 | Lump sum |
| 2019 | Call centre/customer service | Claim in progress | ||
| Total value of claims paid | $ 1,007,823 |
Heathmont Financial Services Pty Ltd (ABN 68 106 250 104) trading as Heathmont Financial Services is a Corporate Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd (ABN 74 630 256 227), Australian Financial Services Licence Number (AFSL) 513763.
Julian McGoldrick is an Authorised Representative (No. 262098) of Knox Wealth Management Pty Ltd AFSL 513763.