Risk Analysis

As part of the initial contact, it is our role at WTS to evaluate your exposure to risk and recommend suitable alternatives for consideration. Naturally enough, this is an ongoing exercise and forms part of the client review process. Each existing or prospective client will be profiled and risk exposures analysed. Once this is completed, suitable products and terms are sought from the market and a detailed report presented.

Your Guarantee

When using the services of Watkins Taylor Stone, we guarantee the following:

  • You will receive a Personal or Business Risk Analysis free of charge
  • The cover arranged will respond in accordance with your personal or business risk analysis
  • You will receive prompt and courteous service at all times
  • Your premium costs will be reasonable and commensurate with the quality of cover provided
  • You will, at all times, have access to professionals and be treated as a friend

Income Protection, Life and Financial Planning Services

Watkins Insurance Brokers Pty Ltd is a corporate authorised representative of Apogee Financial Planning Limited, a holder of Australian Financial Services License No. 230689. Please click here to download a copy of our Financial Services Guide.

Individual Services

  • Investment planning and advice
  • Retirement and income stream planning
  • Debt strategies and placement
  • Estate planning
  • Personal risk
  • Life insurance
  • Income protection

  • Trauma insurance
  • Total and permanent disability
  • Business Services
  • Business superannuation and employee benefits packages
  • Business continuity planning
  • Key man insurance
  • Share purchase protection