In the event of a claim, the role of claims management is to guide policyholders and their families through what can often be a complex and emotional process.
Rather than leaving clients to navigate insurers and paperwork on their own, we provide end-to-end support—from initial notification through to final outcome. This includes explaining policy entitlements, assisting with documentation, liaising directly with insurers, and ensuring all requirements are met as efficiently as possible.
As financial planners, our role is to support you and advocate on your behalf—not the insurer’s. We act in your best interests, ensuring your claim is presented clearly, assessed fairly, and progresses as smoothly as possible under the terms of your policy.
During what is often a difficult time, this support reduces stress, removes uncertainty, and allows you to focus on what matters most—your health, recovery, and family.
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Bill Medhurst (Authorised Representative No. 255311) and WorldWide Financial Services Pty Ltd (Corporate Authorised Representative No. 271494) are Authorised Representatives of Finchley & Kent Pty Ltd (ABN 50 673 291 079) Australian Financial Services Licence Number 555169.
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