Having a well-developed Group Insurance offering for employees is a point of distinction between an employer and its competitors in today’s battle for talent; it can also help retain and reward key employees while enhancing morale.
Certe build and administer bespoke group insurance policies to help drive a thriving workforce that stays for the long haul.
From employee information sessions and individual coverage summaries to claims and continuation options, our team manage one of the largest white-collar group risk portfolios in Australia outside of the big 3 consulting practices.
Our specialist knowledge ensures you get the protection that aligns with your company standards and values at the best possible price. Our in-house claims team ensure claims are processed efficiently while your team focus on recovery.
A business’ most valuable asset is its staff. We deliver tailored financial wellbeing sessions to educate and empower your employees on important topics like:
We advise and support many clients on the administration and compliance requirements for their corporate superannuation obligations.
Our knowledgeable corporate super team also work with employees to ensure their investment mix is working efficiently and aligns with their risk profile and retirement plan, their levels of insurance protection are relevant to their circumstances, and their nominated beneficiaries are current.
Partnership presents unique challenges and opportunities. For many years we have provided private financial advice to partners in the legal and professional services arena, working with hundreds of time poor Partners to develop and implement tailored financial plans that help make the most of the position they’ve worked so hard to attain.
Our Private Wealth team has a detailed understanding of equity payments, distributions, deferred tax arrangements and superannuation contributions, as well as specific partner compliance obligations and the transition from partnership to retirement.
As Certe’s founder and CEO, Jeremy oversees the business vision while working closely with corporate decision makers in the group insurance and employee benefits space. Dynamic and dependable, Jeremy applies more than 34 years’ experience in the financial services industry to building long term relationships that deliver both value and coverage for our corporate clients.
Steve is a senior member of Certe’s employee benefits team, responsible for coordinating our wellbeing programs. Specialising in complex group insurance plans, he works closely with HR and finance teams to deliver value and coverage for professional services firms across the country. From onboarding and underwriting to claims and continuation options, he has a deep working knowledge of group insurance structure and process.
More than 35 years’ experience in the financial services industry (coupled with the benefit of life experience) have helped build Phil’s legacy as our clients’ first choice for all important decisions. A founder of Genesis Financial Partners (acquired by Certe in 2024), he works closely with busy executives and large corporations who demand a high level of service, knowledge and professionalism.
Craig specialises in commercial insurance strategies that help safeguard business stability. With more than 20 years’ experience in the sector, he is Certe’s authority on keyperson, buy/sell (business succession), loan guarantor and business expense insurance. He can also chart a course for non-commercial clients looking to mitigate risk so they can live life with confidence.
An ex-Navy submariner, Craig remains obsessed with the ocean and boats of all kinds.
The average age Australians intend to retire is 64.8 years. The single major factor influencing retirement age is financial security.* How much sooner could you retire if you were sure of the numbers?
*Retirement and Retirement Intentions, Australia, 2022-23 financial year | Australian Bureau of Statistics (abs.gov.au)
Certe is part of the AZNGA Group. General Advice Warning: The information provided on this webpage is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. Certe Wealth Protection Pty Ltd (ABN: 31 150 270 278) and Genesis Financial Partners (ABN: 24 095 795 878) are Corporate Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
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