Personalised, end-to-end solutions when it comes to applying for cover, and at claim time. We manage the whole process. Best of all, there is no cost to engage in our services.
When it comes to managing your financial health, we know you want simplicity, and we know you need tailored solutions that work for you.
That's why we founded Shearwater Financial Services—to provide stress-free, tailored insurance advice and management that always puts our clients first.
We're passionate about helping you accumulate your wealth, protect your wealth, and plan for a wonderful retirement.
Download our Financial Services Guide.
provides financial protection for your loved ones if you pass away. It offers a lump sum payment to cover debts, funeral costs, and provide ongoing support. Life insurance ensures your family’s financial future is secure, giving you peace of mind knowing they’re taken care of.
provides a lump sum payment if you're unable to work due to a serious illness or injury. It helps cover medical expenses, debts, and daily living costs, ensuring financial security if you're permanently disabled and unable to return to your occupation.
provides a lump sum payment if you're diagnosed with a serious illness or injury, such as cancer, heart attack, or stroke. It helps cover medical bills, treatment costs, and everyday expenses, offering financial support during recovery so you can focus on your health without financial worry.
provides a monthly payment if you're unable to work due to illness or injury. It helps replace lost income, ensuring financial stability during your recovery. With income protection, you can cover living expenses and maintain your lifestyle while focusing on getting back to work.
protects businesses by covering the financial impact of key individuals' death or disability. Buy/Sell insurance ensures business owners can buy out a deceased or disabled partner’s share. Keyperson insurance helps a business recover lost income and costs if a crucial employee is unable to work.
We provide expert support when navigating a claim. We assist with paperwork, liaise with insurers, and ensure a smooth, efficient process, helping you receive the benefits you're entitled to. This service offers peace of mind during a challenging time.
We get to know your goals, needs, and financial situation.
We analyse options and develop a personalized insurance strategy.
A Statement of Advice (SOA) outlining recommendations is created.
We look after the paperwork, arrange medicals, and liaise with insurers to get the best outcome for you.
We ensure all applications are processed and coverage is in place.
Regular reviews ensure your insurance remains relevant as your circumstances change.
We're always here to answer your questions.
Insurance specialist financial management with zero hassle.
Any advice in this site is of a general nature only and has not been tailored to your personal circumstances.
Please seek personal advice prior to acting on this information. Shearwater Financial Pty Ltd ABN 89 660 563 271 AFSL 549123.
PO Box 3080 Wamberal NSW 2260
