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Financial planners

AB Phillips is a leading provider of insurance services to the financial planning industry.

We have the strength and industry specific knowledge to ensure your Financial Planning practice is protected. We offer tailored solutions and maintain exceptional local and offshore insurance facilities.

We manage a large portfolio of planners, risk advisers and superannuation advisors which includes large national corporate entities and small individually owned practices. Our policies are specifically shaped to meet the needs of the industry and have the RG126 requirements as the core. However it is our intention is to work with our clients and the industry bodies to continue to ensure appropriate risk management disciplines are being enshrined in planning operations, and are then being taken into account by underwriters, both in terms of policy design and in risk assessment and pricing.

Update on the PI situation for Financial Planners

Over the past twelve months the Professional Indemnity Insurance (PI) landscape has changed dramatically, and Financial Planners are among the worst affected.

Financial Planners seeking PI today are faced with tough underwriting, fewer options and significantly higher premiums. In the very worst cases some advisers are finding they are unable to obtain any insurance cover at all. Clearly this is a critical problem for an industry where PI insurance is compulsory.

Whilst this is a challenging situation for Financial Planners, there are things you can do. This short video may help to provide you with some insights and strategies to help you secure PI cover for your business.

AB Phillips has a PI solution. If you are having difficulty obtaining PI insurance or are looking for a competitive premium, please complete the form below and a Professional Lines insurance expert will be in contact shortly.

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Start the process of securing PI for your business.

Complete the form by clicking the button below and email it to to begin the process of securing PI cover for your business.

PI Industry Updates

Click on the links below for information on the current PI situation in Australia.

Why Aussie financial firms are becoming uninsurable

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