Prudentia Insurance Claims

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:

  • Pay for 75% of their gross salary while unable to work
  • Pay off/reduce mortgage
  • Pay for medical expenses
  • Pay for travel expenses/holiday to recover 

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).   

YearOccupationInsurance PolicyTotal PaidPeriod of claim
2014Self employed/CarpenterIncome Protection $       16,246 4.7 months
2015Business owner/home maintenanceIncome Protection $       17,476 3 months
2015Call centre/customer serviceIncome Protection $       81,000 2 years
2016Call centre/customer serviceTotal & Perm. Disablement $       51,840 Lump sum
2016Office/AdminIncome Protection $       74,088 2 years
2018Manager/ExecutiveTrauma $    400,000 Lump sum
2018Office/AdminTotal & Perm. Disablement $    101,816 Lump sum
2018Call centre/customer serviceIncome Protection $       67,152 2 years
2019Executive/ITTrauma $    150,000 Lump sum
2019RetiredWhole of Life $       48,205 Lump sum
2019Call centre/customer serviceClaim 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.

Financial Services Guide - Disclaimer & Privacy Policy

^