Claims Assistance – Where to Go if You Are Stuck

Claims Assistance – Where to Go if You Are Stuck — practical, step‑by‑step advice built around your goals, cash‑flow, tax and risk. We design, implement and review with you.

Our process

Discovery — goals, time frames, constraints and risks.
Strategy — structures, contributions/withdrawals, portfolio design.
Implementation — platforms, paperwork, clear responsibilities.
Review — cadence, triggers and playbooks so decisions are fast and calm.

Who we help

We help anyone frustrated with a Life or TPD insurance claim — whether your insurer is delaying, declining, or making it harder than it needs to be.

Case Study – Raj, Ashmore (names changed due to modelling purposes)

Income Protection claim after surgery. We coordinated medical evidence, tracked insurer requests and escalated delays. Claim approved; client recovered without cash‑flow crisis.

Case Study – Melissa, Robina (names changed due to modelling purposes)

Trauma claim for a specified condition. We guided forms, definitions and timeframes; payout landed quickly and reduced financial stress.

General insurance guidance: MoneySmart – Insurance.

Quick sense‑check: Use our GCFA Financial Calculators. Results are conceptual only — not personal advice.