George Papas
Client Engagement & Claim Specialist
George Papas, our Client Engagement & Claim Specialist takes a pragmatic approach to each individual claim, moving forward to achieve the best possible outcome for each case.
Our Client Engagement & Claim Specialist takes a pragmatic approach to each individual claim, moving forward to achieve the best possible outcome for each case.
George Papas
Client Engagement & Claim Specialist
Trust the process.
Discipline starts today.
Trusted
Semmolu ptatur magnat ectem qui volorer um esequi beatiam ommolupta tatur mag m esequ.Semmolu ptatur magnat ectem qui volorer um esequi beatiam ommolupta tatur mag m esequ.
Knowledgable
Semmolu ptatur magnat ectem qui volorer um esequi beatiam ommolupta tatur mag m esequ.Semmolu ptatur magnat ectem qui volorer um esequi beatiam ommolupta tatur mag m esequ.
Specialised
Semmolu ptatur magnat ectem qui volorer um esequi beatiam ommolupta tatur mag m esequ.Semmolu ptatur magnat ectem qui volorer um esequi beatiam ommolupta tatur mag m esequ.
What matters most to you?
We’ll help you protect your largest asset – your family.
Insurance Needs
CASE STUDY
A client passed away at a young age leaving behind a young family and a mortgage. With our guidance, the family were able to repay their debt and receive a monthly income for the next 20+ years. This was made possible by holding a life insurance policy.
Insurance Claims
Claiming on a policy whilst grieving or going through a medical treatment can be exhausting, so having an advocate with a solid background in insurance can be quite advantageous.
Your first step in the assessment process should be to speak to an authority that understands the ins and outs of your policy.
Superannuation and pension regulations can be complex. In fact, you may feel intimidated by the many rules that govern them. We have devised a number of ways to get money into your super, minimising the concerns you may have for running out of money.
We work alongside you to build your super in the most uncomplicated and tax effective way. This way, when you reach retirement you are well prepared to draw an income and achieve long-term stable and predictable outcomes that will ultimately benefit the quality of your lifestyle.
Your super doesn’t stop because you retire.
It needs to provide you ongoing support in retirement when it becomes a pension or an annuity.
Superannuation & Pension
Investment Savings Portfolio
Want your money to work harder for you? If it’s an investment savings portfolio we’ll do the groundwork and work alongside you help it grow. Such portfolios may provide you with a deposit for a home. Or perhaps a passive income if that suits your lifestyle. It could even be structured as an inheritance.
All this can be accomplished with discipline and a methodical approach to saving.
Client Engagement
& Claim Specialist
Focus Advisory. Bee money smart.
George Papas
STAY FOCUSED
Financial freedom can be attained with three basic steps:
1. Smart planning;
2. Good discipline; and
3. Having faith in the process.
We take a pragmatic approach to each individual claim.
Focus Advisory. Bee money smart.
STAY FOCUSED
Financial freedom can be attained with three basic steps:
1. Smart planning;
2. Good discipline; and
3. Having faith in the process.
George Papas
Client Engagement & Claim Specialist