Life Insurance and Superannuation Services in Melbourne
who we are
At Brookline Group we are a team of highly skilled professionals that have spent over 20 years working in Australia’s largest financial institutions. During this time, we have built a compelling and specialised knowledge base across many industries and developed strong and diverse networks.
Now, we want to share our expertise with you.
Our reputation is our greatest asset, so you can trust that you will be partnering with a Finance Specialist that is committed to paving a road of success for every client. Brookline Group offer a personalised service and tailor solutions to our clients’ individual needs.
Finance Advisors value face-to-face consultations anytime. You can visit us at our Essendon office or we will come to you at any location in Melbourne and Regional Victoria. We can also travel to any state across Australia to meet with you. We are here to make things happen for you quick and easy.
meet our principal
John has over 15 years of banking experience largely with ANZ, working in ANZ’s Corporate and Institutional divisions and, most recently in ANZ’s Private Bank, where he was a Senior Wealth Manager for high net worth individuals. John specialises in commercial and investment lending, specifically structuring complex debt. In 2013 John founded Brookline Group where he began working as a Financial Advisor specialising in personal insurance and superannuation.
Today, Brookline Group offers a diverse range of financial and lending services to clients.
member of
our services
Insurance
Superannuation
Insurance
With so many options available, choosing an insurance policy and managing superannuation requirements can be complex and time consuming. At Brookline Group, our team of Advisors always begin by understanding your unique circumstances and financial objectives. We then find the most competitive and suitable solution that is customised for you.
When it comes to insurance policy we ensure we simplify things and give you the protection you want for your personal income and financial assets through the provision of Life, TPD and trauma cover.
Brookline Group has also helped many clients find their lost superannuation and have helped them grow their retirement fund by putting a plan in place that meets their long term goals.
Life & Disability Insurance
Life can take unexpected turns, so being adequately prepared gives you peace of mind. Brookline Group can help you find a range of flexible insurance options, that are intended to ensure that you and your loved ones are protected should the unexpected occur.
There are many considerations when deciding on the level of cover you need, our specialists have in-depth knowledge and experience to provide you with the advice you need. We can help you determine the level of insurance you require and the type of cover that would work best for your personal circumstances, including your financial situation.
Why do you need life insurance?
Insurance is used to mitigate risk, unfortunately unexpected and unfortunate events can happen. Having a tailored life insurance policy should be part of any complete financial plan for your family. If you are no longer around or have the capacity to work than a life insurance plan can insure your family are not financially impacted and can continue to live the same lifestyle.
How much life insurance do I need?
Each individual has unique circumstances that must be discussed with a financial planner to determine an adequate level of life, disability and TPD insurance. Contact the team at Brookline Group below to organise a no obligation consultation to discuss your circumstances further.
Whats the purpose of Life and Disability Insurance?
Life Insurance should support a source of income for your children and dependants in the even you are permanently unable to derive a regular income as a result of sickness or death. Further life insurance or TPD (Total Permanent Disability) insurance can help with covering home loan repayments and other ongoing family commitments in your absence.
With significant medical advances, many serious illnesses and accidents are survivable but often you will not be able to derive an income again, as such income protection, trauma and TPD insurance are critical and can allow you to rest easy knowing you and your family are protected.
Trauma insurance
Secure your family's future
Trauma insurance or recovery insurance helps to ease the pressure by giving you the opportunity to focus on healing and not worrying about your financial position. Our insurance specialists at Brookline Group, will work with you to establish a plan that will support your lifestyle and secure your future.
Trauma insurance pays a one-off lump sum if you have a serious medical condition (like cancer, heart attack, stroke or an accident). The benefit can not only be used towards your treatment costs but can also be used make the relevant lifestyle changes that will promote healing and rejuvenation. The right insurance cover can give you the opportunity to take some time off work, take a much needed holiday or even a permanent reduction in work hours.
income protection
Secure your financial plan
Injury and illness can jeopardise the financial security of your loved ones, that’s why Brookline Group work with you to find the best insurance cover that will protect your income, if you can’t work.
Tailoring the right insurance solution means taking into account your current financial situation, health, lifestyle and family structure. We help you find a policy that will provide regular monthly payments that will meet your living expenses and help sustain your current lifestyle.
business expense insurance
Having business insurance helps protect your livelihood by giving your business the cashflow it needs to cover expenses associated with a partnership ceasing unexpectedly.
Whether you are a small, medium or large business, Brookline Group can assist you with selecting an insurance policy that aligns with your financial objectives and your overall business requirements.
Our Insurance Specialists will help you explore the different types of insurance cover and establish what is most relevant for the industry you operate in.
Our overall goal for every customer is, avoid underinsurance, get you the most competitive price and ultimately - to minimize your financial risk.
Superannuation
It’s a common occurrence – people change job, name, address account details and in the process don’t remember to update their information for superannuation. This generally leads to lost super accounts.
Brookline group has helped many clients claim back super accounts that have been forgotten along the way and positively impacted the overall growth of their retirement funds. We also offer advice on how to structure and consolidate your super to minimise the fees you pay and enhance your fund’s future growth.
Service Guides and Policies
what our clients say
Get in Touch
Our insurance and superannuation experts would love to answer all your queries. Call, email or simply fill in the contact form to chat with us today.
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Brookline Financial Services Pty Ltd is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not financial product advice and is provided for information only.