Corporate Benefits and Wellbeing

Financial wellbeing for business

We develop and manage bespoke risk and employee benefit programs for the professional services sector. Specialised knowledge to help protect and build your business.

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.

Group Life + Total Permanent Disablement (TPD)
Group Salary Continuance (Income Protection) and
Group Health Cover

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:

Understanding Superannuation funds
Managing cash flow in today’s difficult cost of living environment
Investment strategies aligned to risk profile to maximise wealth
Retirement planning for quality of life
Estate planning to ensure monies go to nominated beneficiaries correctly

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.

Start your journey today

Speak with one of our Corporate Benefits + Wellbeing advisers

Steve Wright

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.

Senior Adviser, Risk and Employee Benefits
steve.wright@certe.com.au
0409 043 983

Michelle Schembri

Michelle is responsible for servicing a portfolio of Certe’s corporate clients. With a passion for employee financial wellbeing and advice, her role is to design, review and implement employee benefit arrangements, including financial wellbeing and education programs.

She is a superannuation and group risk subject matter expert.

Senior Adviser, Employee Benefits
michelle.schembri@certe.com.au

Brent Hopping

Brent has many years of industry experience working across boutique, corporate and industry fund segments. He looks to simplify the complexities of financial products and services, providing our corporate clients and their employees with the frameworks they need to make informed decisions about their financial futures.

Senior Adviser, Employee Benefits
brent.hopping@certe.com.au

Phil Robbins

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.

Client Development Consultant
phil.robbins@certe.com.au
(02) 9132 5900

Understood^*

Financial wellbeing for business

Start your journey today

Steve Wright

Michelle Schembri

Brent Hopping

Phil Robbins

Expert understanding

Did you know...

If time is money, quit wasting yours.

Understood*

Financial wellbeing for business

Group insurance

Financial wellbeing for employees

Corporate superannuation

Private partner advisory

Start your journey today

Steve Wright

Michelle Schembri

Brent Hopping

Phil Robbins

Expert understanding

Did you know...

If time is money, quit wasting yours.

Thank you.

Name

Understood^*