Choice with multiple insurance providers
Offer your clients group and retail insurance options through a number of leading insurance providers.
Insurance should be considered in the creation of any financial plan. With Netwealth you can offer your clients a choice of leading insurance providers and options. Premiums for a linked personal insurance policy can be paid for from a Netwealth account.
Through Super Accelerator accounts, provide your clients with a group insurance offer that has competitive premiums based on group rates with flexible definitions. Includes Death, Total & Permanent Disablement (TPD) and Income Protection Insurance (IP).
Set up a personalised and tailored solution for your clients with Netwealth LifeWRAP individual policy available through both Super Accelerator and Wealth Accelerator. Death, Total & Permanent Disablement (TPD) and Income Protection Insurance (IP) cover is provided from leading insurance providers.
The Netwealth platform provides your business with online applications and claims, automatic deduction of premiums* monthly, quarterly or annually and online access to all policy and related transaction details.
Group insurance policies can be rewritten through the Netwealth super products, often with limited or no medical underwriting required. Attractive takeover terms are available for retail policies.
The Netwealth range of insurance partners and options is available via our investment wrap and superannuation accounts.
With a Netwealth Super Accelerator account your clients have access to Group Insurance or retail insurance options via the LifeWRAP Individual Policy with insurance premiums deducted directly from their superannuation fund cash account.Learn about Super Accelerator
Clients using Netwealth Wealth Accelerator investment wrap service can use LifeWRAP and pay insurance premiums for any linked personal insurance policy through their cash account.Learn about Wealth Accelerator
Priority Protection for Platform Investors
AIA Adviser Services 1800 033 490
AIA Customer Services 1800 333 613
Accelerated Protection for Investment Platform
TAL Adviser Services 1300 286 937
TAL Customer Services 1300 209 088
Wealth Protection for superannuation platforms
Zurich Client Service Centre 131 551
Let one of our experienced BDMs pay you a visit to discuss how our platform can be configured to meet your business needs.Contact a BDM
If you want a hands-on experience, we can organise a quick online demonstration of some of the key features of the platform and our service.Schedule a demo
For those who prefer, email us, give us a call or even drop in.Get in touch
In this podcast series Matt Heine chats to industry professionals on what opportunities and challenges they see for financial advisers.
Explore the potential future of grandfathered commissions, vertical integration, conflicted remuneration and more.
Discover how to use the resources available at your fingertips to maximise your marketing and bring in new business.
Recap the best interest duty and look into what constitutes to ‘act in the best interests of the client’ and to ‘prioritise the client’s interests’.
* Monthly premium payment is only available for Group insurance. Deductions are automatic if there is sufficient cash in the account.