• Review of benefits available
  • Assistance in completion of claim form
  • Assistance with financial records required
  • book necessary appointments with Doctor/s
  • Fast track Doctors completion of medical history or report
  • Submit documents on your behalf
  • liaise with underwriters and claims staff
  • Liaise with your Accountant confirming your financials

Professional… Experienced… Caring

Through our experience, we understand how insurance companies handle claims. Therefore, we are best placed to assist you to accelerate the evaluation of any claim you many need to make. We have found through experience that all legitimate claims are resolved once a formal letter is sent to the insurer. CAA Financial Planners provide you with a dedicated client support manager to facilitate the progress of any possible claim – from lodgement, to payment  of benefits. See the many client testimonials on our website.

  • Less stress for you and your family
  • Ensure you receive all entitlements
  • Free up your time
  • Having someone on your side
  • Less potential frustration
  • Not left to fend for yourself