Professional Indemnity Insurance for Financial Planners - MKM
McDougall Kelly & Martinis is one of Australia’s leading specialist insurance firms that combines global access with in-depth local expertise.
TESTIMONIALS
Its what our clients think of us, that provides you with the peace of mind that you're in good hands
For a confidential discussion about your insurance needs please contact Oscar Martinis on 0414 620 324 or email at Oscar@mkmpartners.com.au
When we first acquired our own AFSL, one of our first dilemmas was to decide on our Professional Indemnity. Our early experience in the market place was not the best and as it happened MKM Partners was invited to put forward their proposition. I can genuinely say we have never looked back, MKM was the clear standout broker. Their level of engagement, their service, follow up and at times their capability to guide us was exactly what we needed. Having set a high standard from the start MKM continue to deliver for Viridian. We would recommend MKM Partners to any financial services participant.
Since the inception of BT Select, we have engaged MKM Partners as a preferred partner to support our Community of self-licensed businesses with their PI requirements. From the outset, MKM worked with us to understand the quality of self-licensed AFSLs in our Community along with the extensive end to end governance support we provide to ensure licensees are operating at the highest standards. The end result has been that our clients can access a comprehensive and competitively priced PI policy which is appropriate for their requirements. Our experience is that MKM are professional, reliable and responsive and this experience is mirrored by our Community
MKM Partners have been our insurance broker for the last 4 years and we feel much more comfortable since engaging MKM from an insurance and liability risk perspective given they fully understands our business and the fairly unique industry segment we operate in. Over that time, MKLM Partners have actively sought to secure the optimal insurance policies for our business to ensure we have the necessary areas of cover and have also driven the underwriters hard for the best pricing which has resulted in better cover for lower cost. In our experience, it is rare to find a broker with the depth of knowledge and experience of the financial advice industry that MKM Partners possess and as such we have no hesitation in recommending MKM Partners to other financial services businesses
Thank you very much for your professional service. Given the complexity of our Professional Indemnity program we needed a broker with expertise in the specific needs of Financial Advisers and you deliver for us year after year. We would be happy to recommend you.
Thanks for your assistance with our Professional Indemnity Insurance. We were pleasantly surprised with the attentive service and ultimately the price and coverage you achieved for us.
MKM Partners reviewed our professional indemnity insurances and were able to deliver material enhancements to both our coverage and premiums. They took the time to understand every facet of our business, assessed our needs in detail whilst demonstrating considerable expertise and a pragmatic, commercial approach.
Working MKM Partners has delivered an outstanding outcome for our firms Professional Indemnity requirements. We really appreciated the advice and guidance around what our firm actually needed as well as all the help in getting us through the PI renewal process. We are happy to recommend their services as being professional, well considered and pragmatic.
True Professionals. Excellent service and even better results. Thank you.
We would like to acknowledge the first class service and results you have delivered for Profile Financial Services over the years. The bespoke PI solution you created for us is a testament to your experience in the financial services sector.
When we started Evergreen Consultants, MKM Partners demonstrated an understanding of our business and the specific risks we bear better than any other broker. Overall, our experience and relationship with MKM Partners has been extremely satisfying
The team at MKM partners offer a robust solution for complex insurance problems and they deliver this in a cost effective and efficient manner. I have no hesitation in recommending MKM as a tier one service provider.
As our business has grown we are delighted to work with a broker that is responsive and knowledgeable in the Investment Management space. Thanks again for your assistance over the years. It’s comforting to know you are there.
Your client centric approach and commitment to quality when establishing alternative insurance solutions for us was critical in our decision making
When we established a new business channel that required a bespoke insurance arrangement, MKM Partners had the specific prior experience to seamlessly deliver the coverage we required, on time and within budget. We have confidence in MKM Partners finding us the best coverage each year for our PI requirements and we can recommend them for anyone that needs advice for complex international insurances like ours
As our funds under management grew, we sought alternative insurance brokers that could add value to the process as well as sourcing competitive quotes on our behalf each year. MKM have done just that and provided valuable insights into different aspects of insurance cover and kept our premium increases to a minimum. It is a pleasure to work with a broker with such knowledgeable staff that are always more than happy to respond to any of our questions