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» Member Information:
Name: Mr Paul Davies
Login: pdavies
Registered on September 1, 2007
Membership Level: Corporate
Position Title: Director
Member Profile: Specialist Risk Insurance Adviser helping inidviduals and businesses with their personal and keyman insurnace needs with access to a variety of different insurers. Also director of Mortgage Shield, an independent 'no advice' product offering for mortgage brokers to help fill the insurance gap in Australia.
Favourite Quote: To the world you might be One Person, but to One Person, you might just be The World.
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» Business Details:
Business Name: PDFinancial Group Pty Ltd / Mortgage Shield
Web Site: www.protectmywealth.com.au
Brief Business Profile: Financial Advisers based in Sydney, covering NSW, QLD & VIC. Our expertise covers Keyman Insurance and business insurances, Income Protection, Life, Disability and Trauma Insurance.
Our main focus is aiding other financial services businesses in adapting the relevant insurance expertise into their business. As many clients are not being given adequate and accurate risk insurance, there is a major insurance gap in Australia. Generally speaking, 30% of Australians are uninsured. And by helping other businesses by adding this sometimes complex, and to some advisers, tedious area of their client's wealth creation process, we can help lessen the gap.
Mortgage Shield also addresses Mortgage Brokers who have the ability to educate their clients on the issue of Insurance. By bringing a simple to understand, non advice product to the Mortgage Broker market, they will at least be able to cover the major debt that those clients will generally ever take on.
It also brings the client's attention to the fact that they may benefit from seeing a qualified professional for planning purposes.
We have a belief that there is a corporate responsibility to help those less fortunate than ourselves, and by actually 'committing' an amount will increase both the impact that your business has on this world, but also the morale that your company will hold as a result. (We have seen it through staff, clients, and associates) We have committed an amount of 5% of all yearly premiums will go to the Watoto Children's Ministries in Uganda (see www.watoto.com ) who do quite original and extremely successful projects in that country.
Business Associates (user names): - -
Business Telephone: 1800 989 657
Regions Serviced: Australia-wide
Australian HQ City: Sydney
Regional or Int'l HQ:
