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Slide - 01. Insurance Planning

The right life insurance package to protect your financial and family commitments

Insurance Planning

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Slide - 02. Financial Planning

Setting and achieving financial goals through a systematic approach

Financial Planning

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One minute Financial Health Check

In order to provide you with complete professional financial advice, it is important to raise the issue of the financial risks which can result from the occurrence of tragic events such as injury, serious illness and death.

Completing this One minute Financial Health Check will highlight whether you need a more detailed examination of your current financial situation and goals.

  • As professional financial advisers, we have a duty of care to discuss the importance of personal risk insurance and estate planning with our clients. As part of this process, we suggest you undertake an obligation free ‘Risk Insurance Review’ with Rowena McGrath, Specialist Risk Insurance Adviser.

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1 minute Health Check

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Refer a Friend

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"I have been extremely happy with the service provided by Rowena and the team at McGrath Insurance Services. Rowena made completion of the extensive forms very easy and comfortable despite the personal information that is required."

Sonia Whitehouse

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"Rowena McGrath, Alison O'Carroll and the exceptional team at McGrath Insurance Services provide high quality service and excellent standard of advice. I have complete trust and confidence that Rowena will always find the best insurance and financial structure to suit my needs, now and in the future."

Sandy Roberts

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"My husband and I have just recently changed to McGrath Insurance Services. To say we were impressed with Rowena during the transition process is an understatement. Rowena went above and beyond in taking care of absolutely everything."

Justin and Mandy Trivett

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"Rowena McGrath has been our insurance adviser for over 8 years and we have always received exceptional service and advice pertaining to our state of affairs."

Shaun and Cristina Makings

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