Business Details
20 Years
experience
Trusted Life Insurance Solutions Across Australia
Established in 2006, MBS Insurance has grown to become one of Australia's largest distributors and portfolio managers of life insurance. Our specialist focus on risk insurance advice has enabled us to develop strong partnerships with over 100 financial services firms nationwide. Through strategic joint ventures and technological investments, we deliver tailored insurance solutions that prioritise client outcomes. Our dedicated team of more than 20 specialist advisers provides comprehensive support across underwriting, claims management, and policy reviews. We maintain strict compliance standards while offering exclusive pricing arrangements and improved policy wording.With offices in Sydney, Melbourne, Brisbane, and Perth, we serve clients through a network of accounting and wealth management firms. Our proven model ensures absolute trust in service delivery, accountability, and professional results. We specialise in life insurance, TPD, trauma, income protection, and group life insurance products. Our commitment to quality advice and long-term policy management reflects our core values of expertise, professionalism, and client-centric service.
Services
Life Insurance
TPD Insurance
Trauma Insurance
Income Protection
Group Life Insurance
Key Person Insurance
Business Buy/Sell Insurance
Details
- Year established: 2006
Highlights and features
- We have more than 20 specialist risk insurance advisers across Australia
- We provide dedicated underwriting and claims support teams
- Our exclusive pricing arrangements deliver long-term value
- We maintain strict internal and external compliance standards
- Our proven joint venture model enhances client service delivery
Services
Life Insurance
Life Insurance provides a lump sum payment upon the death or terminal illness of the insured person. This financial protection ensures your loved ones receive support during difficult times. Our specialist advisers help clients select appropriate coverage amounts and policy structures tailored to individual needs and family circumstances.
TPD Insurance
Total and Permanent Disability Insurance offers financial security through a lump sum payment if you become permanently disabled. Our policies are designed to support long-term lifestyle adjustments and financial obligations. We work with clients to determine suitable coverage levels based on their occupation and personal circumstances.
Trauma Insurance
Trauma Insurance provides a lump sum payment upon diagnosis of specified critical illnesses. This financial support helps cover medical expenses and lifestyle adjustments following conditions like cancer or heart disease. Our team ensures policy wording clearly defines covered conditions and benefit triggers.
Income Protection
Income Protection policies replace up to 70% of your income during extended work absences due to illness or injury. We help clients structure benefit periods and waiting periods that align with their financial obligations and employment circumstances.
Group Life Insurance
Group Life Insurance provides death and disability coverage for employees through workplace policies. We assist businesses in designing cost-effective group schemes that enhance employee benefits packages while meeting regulatory requirements and organisational risk management needs.
People
Kris Mason
Co-CEO
With extensive experience in life insurance advisory, Kris leads strategic direction and business development initiatives across MBS Insurance's national operations and joint venture partnerships.
Drew Burden
Co-CEO
Drew oversees operational excellence and service delivery standards, leveraging deep industry knowledge to maintain MBS Insurance's position as a leading life insurance specialist.
Carolyn Clark
COO
As Chief Operating Officer, Carolyn manages day-to-day operations and ensures efficient delivery of insurance solutions across MBS Insurance's multi-state office network.
Chris MacKenzie
Head of Advice
Chris leads the advice team, maintaining high standards of professional conduct and ensuring compliance with regulatory requirements across all client advisory services.
Grant McLennan
CFO
Grant manages financial strategy and corporate governance, overseeing the financial sustainability of MBS Insurance's operations and investment initiatives.
Questions
What life insurance products do you offer?
We provide life insurance, TPD, trauma, income protection, group life, key person, and business buy/sell insurance solutions tailored to individual and organisational needs.
How do you ensure better client outcomes?
Through dedicated claims support, exclusive pricing arrangements, strict compliance standards, and a proven joint venture model that enhances service delivery and policy management.
What areas do you service?
We operate nationally with offices in Sydney, Melbourne, Brisbane, and Perth, serving clients through a network of financial services partners across Australia.
How does your claims process work?
We initiate claims immediately, provide required forms, liaise with insurers, and advocate for clients to achieve optimal outcomes during the claims assessment process.
What experience do your advisers have?
Our team includes more than 20 specialist life insurance advisers with extensive industry experience and professional qualifications in risk insurance advisory services.
