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Atlantic Financial Services

Atlantic Financial Services

Atlantic Financial Services in association with Atlantic Insurance Brokers provide a comprehensive range of services including:

  • Life Insurance Advice
  • Income Protection Insurance Advice
  • Keyman Insurance for Business Advice
  • Trauma Insurance Advice
  • Business Buy/Sell Planning Advice
  • Personal Financial Planning and Superannuation Advice

With over 25 years of experience in the life insurance and financial planning industry, Atlantic Financial Services can help you grow and protect your wealth.

Atlantic Insurance Brokers Pty Ltd has accommodated the life and general insurance needs of businesses and individuals since 1981.

In light of emerging trends and increasing complexities, the need to better represent clients resulted in an enhanced product offering, which saw the introduction of specialised life and general insurance businesses. It was at this time Atlantic Financial Services Pty Ltd was created in 2011. Working from the same premises and in tandem with the Atlantic Insurance Brokers, the two entities function seamlessly ensuring consistent and tailored insurance solutions are provided, meeting both business and personal insurance needs and lifestyle objectives.

ATLANTIC FINANCIAL SERVICES ADVANTAGES

  • We have established long-term relationships with our clients. Many have been with us since 1981, nearly 34 years. This means we understand our clients and can represent their insurance needs professionally and comprehensively
  • There is no external corporate ownership. The direction and values of our business are completely established only by the directors of our company
  • We exist only to service all of the life insurance needs of our clients and operate only in their best interests
  • Can arrange a review of your current policies at no obligation to you to ensure your specific insurance needs are being met

To learn more about the products and services Atlantic Financial Services can provide you or your business please click here or contact Mark Climpson or Elizabeth Reynoldson on 03 9836 3733

Atlantic Financial Services is a Corporate Authorised Representative of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 Australian Financial Services Licensee. Australian Financial Services Licence No. 244252 Unit 7/50 Borthwick Avenue, Murarrie QLD 4172.

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