Business Details
Trusted Insurance & Superannuation Services in Mount Gravatt
Protect Life Insurance is an independent advisory service dedicated to helping individuals secure their financial future through tailored insurance and superannuation solutions. With a focus on personalized service, we specialise in locating lost superannuation funds, consolidating them into manageable portfolios, and arranging comprehensive insurance coverage including life, trauma, income protection, and business expense policies. Our team prioritises transparency, community engagement, and client education, ensuring clients understand their options and make informed decisions.We pride ourselves on providing end-to-end support, from initial consultation to claim assistance, and have demonstrated expertise in handling high-risk cases. Our mobile service extends across Brisbane, offering flexibility for meetings at clients' homes, workplaces, or preferred locations.
Services
Life Insurance
TPD Insurance
Critical Illness Cover
Trauma Cover
Income Protection
Business Expenses
Superannuation Consolidation
Lost Super Fund Search
Investment Management
Personal Insurance
Highlights and features
- We offer personalized insurance solutions tailored to individual needs and budgets.
- Our team has proven expertise in handling high-risk insurance cases.
- We provide mobile advisory services across Brisbane for client convenience.
- We prioritise transparency and client education throughout the insurance process.
- Our end-to-end claim support ensures seamless assistance during critical times.
Associations and certifications
- Australian Securities and Investments Commission (ASIC)
What people say
Helpful and perfectly trained
Best service
Heavily involved in community
Tirelessly to ensure timely insurance
Recommend for all insurance needs
Services
Life Insurance
Life Insurance provides a lump sum payment upon the policyholder's death, ensuring financial stability for dependents. This covers mortgage repayments, education costs, and funeral expenses. Our policies are tailored to individual circumstances, offering flexibility and peace of mind for families during difficult times.
TPD Insurance
TPD Insurance offers a lump sum for permanent disability due to illness or accident. Funds can be used for debt repayment, medical expenses, or home modifications. We assist clients in selecting coverage that aligns with their financial obligations and long-term needs.
Income Protection
Income Protection pays monthly benefits if illness or injury prevents work. Covers up to 75% of income during recovery periods. Our policies ensure ongoing financial stability for daily living expenses and business continuity.
Superannuation Consolidation
Superannuation Consolidation combines multiple super funds into one manageable account, reducing fees and simplifying investments. We help clients locate lost super and create diversified portfolios aligned with their retirement goals and risk tolerance.
Business Expenses
Business Expenses Insurance covers fixed costs during work incapacity, ensuring business continuity. Policies provide up to 12 months of support for rent, utilities, and staff wages, allowing owners to focus on recovery without financial strain.
People
Trisha Diehm
Principal Adviser
Trisha Diehm is a Sub Authorised Representative with extensive experience in financial planning. She specialises in insurance and superannuation solutions, prioritising client education and community support. Her approach combines expertise with compassionate service.
Questions
How do you help with lost superannuation?
We locate lost super funds, consolidate them into one account, and manage investments tailored to your goals, reducing fees and simplifying your financial future.
What insurance types do you offer?
We provide life, TPD, trauma, income protection, and business expense insurance, all customised to individual needs and budgets.
Do you offer mobile advisory services?
Yes, we provide mobile services across Brisbane, meeting clients at homes, workplaces, or preferred locations for convenience.
How do you assist during insurance claims?
We offer end-to-end claim support, including paperwork assistance and timely follow-ups, ensuring seamless processing during critical periods.
Are your services available online?
While most work is done via phone or email, we recommend an initial in-person meeting to establish a personal connection and understand your needs.
