Brad has been advising Cutcher & Neale clients since 2014 when he set up the specialist Risk Insurance division for the firm, working as an employed in-house broker.
He works predominantly with our Medical and Small to Medium Enterprise (SME) clients assessing their specific needs, then developing appropriate strategies to mitigate personal financial risk should they become ill, injured or deceased.
The types of insurance considered normally includes Critical Illness (Trauma) Cover, Income Protection, Total & Permanent Disability Cover, Term Life and Business Expenses Cover.
When insurance relating to a business owners health and ongoing capacity is to be considered, Brad also collaborates with the clients and Partner of the firm to ensure the relevant policy types and structure are implemented. This includes business succession planning, Debt Protection and Key Person insurance requirements.
Outside of work Brad is a family man, a fairly average golfer and enjoys watching live local rugby during winter when time permits.