Life Insurance & Financial Planning — Referral
IIB refers life insurance and financial planning enquiries to Gold Coast Financial Advisers — a separately licensed financial advisory business. Use the contact details below to be connected.
What Ipswich Insurance Brokers does not arrange
Ipswich Insurance Brokers arranges general insurance only. We are not licensed to provide advice on or arrange life insurance, income protection, total and permanent disability (TPD) insurance, trauma insurance, superannuation or financial planning. These are financial planning products regulated separately from general insurance, requiring advice from a licensed financial adviser.
Who to contact for life insurance and financial planning
Ipswich Insurance Brokers refers life insurance and personal financial planning enquiries to Gold Coast Financial Advisers — a qualified financial advisory business with licensed advisers authorised to provide advice on life insurance, income protection, superannuation and retirement planning.
Gold Coast Financial Advisers operates under its own Australian Financial Services Licence, separate from the CBN licence under which Ipswich Insurance Brokers operates. Before receiving advice, you will be provided with their Financial Services Guide which explains the services they offer and how they are remunerated.
Submit a referral enquiry
If you have contacted Ipswich Insurance Brokers about life insurance or financial planning, we can connect you with Gold Coast Financial Advisers. Contact us and we will pass on your details with your consent.
Alternatively, contact Gold Coast Financial Advisers directly at goldcoastfinancialadvisers.au.
General insurance vs life insurance — the difference
- General insurance (arranged by Ipswich Insurance Brokers) — covers specific assets and liabilities against defined events for a defined period. Includes home, business, farm, motor and specialist insurance.
- Life insurance (referred to Gold Coast Financial Advisers) — provides a financial benefit on death, disability or serious illness. Includes term life, TPD, income protection and trauma. Requires advice from a licensed financial adviser.