Engage Financial Planning is a boutique Financial Advisory located in the Canberra and Queanbeyan areas.
With over a decade of experience, we focus on Personal Insurance, Business Insurance and Superannuation, providing a tailored and personalised approach in securing peace of mind with options purely in the best interest of our clients.
Protecting your loved ones and providing them financial security, Life insurance pays a lump sum upon your death or in some cases upon terminal illness.
Enabling you to continue to support yourself and/or your family, Income Protection protects loss of income during periods of absence from work due to sickness, accident or injury.
When illness or injury stops you being able to work, TPD insurance provides a lump sum payment to help cover medical costs, ongoing care costs and lost income replacement.
If you are diagnosed with a specific, serious medical condition; Trauma insurance pays you a lump sum enabling you to cover associated costs, even when you make a full recovery.
Helps you cover the financial capital and revenue implications in the event of the loss of a key member of your business due to death, disablement or trauma.
Covers up to 100% of your day to day business expenses to keep your business running if you can’t work due to temporary illness or injury.
A tax-effective way of saving money for your retirement and with proper advice, can be used to fund other insurance needs.
Danielle has almost two decades of experience of working within the financial services industry in Queanbeyan and Canberra.
Danielle holds a Certificate IV in Business Administration, Diploma of Financial Planning and Advanced Diploma of Financial Planning and is an Insurance and SMSF specialist, providing advice and service in the areas of personal insurance and Superannuation.
Danielle is very well respected and known as one of Australia’s most successful and hard-working female financial advisers, with a philosophy of personal attention and one-to-one client service throughout the entire process from enquiry to successful application and even in the difficult time where you need to make a claim.
Email: [email protected]
Danielle’s knowledge and client service is second to none. When time came for me to make a claim after some surgery, Danielle worked through the process with me to ensure the insurers paid my benefit and even helped secure an early settlement which paid a month longer than my anticipated period off work
Danielle was incredible in building a policy around my personal needs. It is such a relief to know that my lifestyle is secure and that no matter what the future brings, I will be covered
Danielle has written insurance for me and my husband and even through some difficult circumstances has made the process as pain free and positive as possible. Her one-on-one attention is rare and something we really value
Engage Financial Planning is a Corporate Authorised Representative of Australian Mortgage & Financial Advisors Pty Ltd – AFSL 389206 – PO Box 1006 Kenmore QLD 4609
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