Prom Country Financial Planning was founded in December 2003 when principal Rory MacKenzie was still a partner of a regional accountancy firm.
Initially Prom Country Financial Planning grew purely through organic growth until 2008 when we acquired a Gippsland register.
At Prom Country Financial Planning we offer a detailed financial planning solution with our primary focus being on comprehensive risk planning (wealth protection). This area of financial planning requires a specialist knowledge and understanding. Our passion is looking after the insurance needs of medical professionals and self-employed business clients.
Since our inception in 2003 our business has now grown to include two advisers and five support staff.
We pride ourselves on our Priority Claims Service. A service provided to our clients when they need to claim on their insurance. We are present from the very beginning, through the entire claims process which allows our clients to concentrate on their wellbeing while we deal with the insurance company.
The vast majority of our clients are from referrals from existing clients.
From July 2011 to July 2019 Prom Country Financial Planning Pty Ltd has assisted clients with $6,135,652 of insurance claim benefits.
What we do:
- Personal Protection – Life Insurance, Total and Permanent Disability (TPD) cover, Trauma (Critical Illness) cover and Income Protection
- Business Protection & Succession Planning
- Asset Protection & Cash Flow Management
Find out more about:
- Personal Insurance & your situation
- Our team of advisers and support staff
- Our process: how we work with clients
- Our Priority Claim Service
- Some of our client stories
Our license:
Prom Country Financial Planning is an authorised representative of Bombora Advice a boutique Licensee with a network of risk insurance advisers. Operating nationally, the group is privately owned.
