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Our services

Other Services

Whatever your objective or your need, we can tailor our advice to help you achieve your goals.
advice Benefits
Self-Managed Super Funds

There is a requirement on self-managed superannuation fund (SMSF) trustees that they must consider insurance as part of their SMSF’s investment strategy. GRM can assist with reviewing your SMSF insurance needs as well as provide you with the necessary minutes to document meetings and be kept for compliance. Many of our clients have SMSF’s and often have or plan to hold property within the fund. We assist our clients fulfil their legal obligations as trustees and ensure that the fund’s liquidity issues are addressed

Claims Management

You will only know the true value of insurance when the time comes to claim. GRM will support you in your time of need to actively manage the claims process from beginning to end, taking away the stress of filling in forms and liaising with the insurer.

David Gates

Principal Adviser

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Our Advice Process

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David Gates

Principal Adviser

Live Chat

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Request a Meeting

Note preferred date and time and we'll be in touch to confirm.

Email
Phone
thank you icon

Thanks for contacting David!

We’ll be in touch soon to confirm all the details

Request a Meeting

Let's talk

+61430592438