Personalized financial
strategies for your present and future.

We can help with your investment decisions and help you grow your savings.

What We Do

Key person & protection

Life & Trauma Insurance

Fire & General Insurance

You have worked hard to build your business. We can help you protect it with key person, shareholder and partnership insurance, buy/sell arrangements, debt protection and succession planning. We can provide specialist advice to find the best solution for your unique situation.

Your business

I can provide advice for the appropriate mortgage repayment plan to cover the event you are no longer able to make your mortgage repayments due to illness or injury. We advise on and arrange house and contents insurance - another important part of protecting your home.

Your Mortgage

Life can take some unexpected turns. We can help to protect you and your family's lifestyle by providing a full audit of your life, disability, income protection, trauma and health insurances to ensure you have the best possible policy insurance in place and you get value for your insurance dollars.

Your Lifestyle

Planning is key to achieving the future you want. Retirement planning and superannuation planning are essential elements of any financial plan.

Your Future

Personalized financial strategies for
your present and future.

Mortgage Protection
Insurance

Buying a home is a major financial commitment. Find out how we can help you protect this asset.

Learn more

Income Protection
Insurance

Regular income until you get back on your feet. Let us show you how to plan.

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Benefits of Working
with Warren

We work for you

Personal Service

Careful needs analysis

Obligation-free quotes

Competitive rates from financially reputable providers

Ongoing monitoring and review

Access to all major insurance providers

Thank you for helping with the Income Replacement claim. This was a difficult time when I was diagnosed with Multiple Sclerosis. Having the Income Replacement Plan in place meant I was able to put a manager in place to run the business. Your help in having the insurance claim approved by AMP was excellent.

Yours faithfully Client A, Income Replacement Claim
I was referred to Warren Borlase for a meeting to discuss Shareholder and Key Person Insurance. At the first meeting Warren enquired if I had Trauma Insurance due to a heart attack two years prior. I advised I was not sure of the existing Trauma Insurance and Life Insurance in place. To my surprise I had Trauma Insurance for $92,000. Warren processed the Trauma claim and the claim was paid within 2 weeks. I have no hesitation in recommending Warren to my friends and colleagues due to his attention to detail in making sure all the bases are covered and the right thing is done.

Yours faithfully Client B, Trama Claim
It was a shock to have a heart attack. An Angioplasty surgery operation was completed. Warren Borlase completed the trauma claim. The trauma claim with AMP was processed within seven working days. We were impressed with the service.

Yours faithfully, Client C
Income Replacement Claim Warren met with myself in hospital and processed the Income Replacement claim efficiently, dealt with the AMP claims department on my behalf, and liaised with my accountant to have the claim expedited. This enabled me to appoint a manager for my business while I was off work.

Yours faithfully, Client D
Breast Cancer It was a surprise to be diagnosed with breast cancer. Initially I had put in place Income Replacement insurance the previous year under the advice from Warren. When processing the claim it was done in a timely and professional manner. Being the main bread winner of my family at the time the Income Replacement became our main income. We would have really struggled if we had not followed Warren’s advice at the time.

Yours faithfully, Client E
Stroke - While at hockey practice I did not feel too good. I was diagnosed with a stroke. Under the specified illness benefit of the AMP Income Replacement Plan I received twenty-six weeks Income Replacement benefit. It was a financial relief to have the insurance while I was off work recovering from the stroke. I have no hesitation in recommending Warren Borlase to people as a financial adviser.

Yours faithfully, Client F
Income Replacement Claim - I write in regard to the Income Replacement claim with Sovereign. The financial adviser at the time had not followed up to check if I had returned to work. My depression had not improved and I was not in good health to return to work. Warren was on the ball and followed up with me. As a consequence Warren had the claim re-opened and I was on the Income Replacement claim for a further eighteen months. I have no hesitation in recommending Warren Borlase as your financial adviser.

Yours faithfully, Client G

Personalized financial strategies for your present and future.