Ausure Office Spotlight - Wilson Insurance
Ausure introduces Wilson Insurance - Your local insurance broker in Bowral
Insurance adviser Helen Phillips can assist with all of your insurance requirements, specialising in Business Insurance.
“I love being able to use my extensive knowledge to help people navigate and understand the insurance world,” says Helen.
“I enjoy creating relationships with my clients, understanding their businesses and getting to know their personal stories.”
Helen Phillips works alongside Liz Wilson with an award-winning team of mortgage brokers and financial planners to offer clients a One-Stop Shop for Financial products. Helen is supported by Jen Williams (Administration) and Jade Montanari (Office Manager and Broker Support).
Wilson Insurance plays an active part in the Bowral Community, supporting several local charities and organisations including Fowas (Friends of the Wingecarribee Animal Shelter) and Cancer Council.
Helen explains, “The Southern Highlands is a fabulous mix of urban and rural landscapes. We are blessed with rolling green hills, eucalypt forests, National Parks, superb cafes and all the modern conveniences you could need! There is a strong sense of community here.”
What’s been a memorable moment for you? ‘’Providing stand-alone liability insurance for a brand-new small business and then watching them become a larger and larger business with multiple employees and complex insurance risks. Maintaining a close working relationship and ultimately a friendship.’‘
‘’One of the rewards of being an insurance broker is seeing both businesses and friendships grow.’’
What do you say to people who don’t think insurance is necessary? “Have you ever sat down and actually worked out the cost – in emotional health, time and dollars to you and your family – if you were to have an uninsured loss? Where would you live? How would your business continue to operate? How would you purchase new machinery? How would you keep your customer base?”
Top 3 Tips:
- Take the time to review your assets and risks annually
- Utilise the knowledge and skills of your Broker
- Get a building valuation to avoid underinsurance.
Contact Helen Phillips to get advice about your insurance needs today:
Address: Level 1, Suite 2, 341 Bong Bong Street, Bowral NSW 2577
Phone: 0477 000 264 or 02 4860 3399
Email: helen@wilsonfinancial.com.au
Website: www.wilsonfinancial.com.au
Facebook: https://www.facebook.com/wilsonfinancialSH
LinkedIn: www.linkedin.com/in/helen-phillips-6808a1140
Contact Wilson Insurance today
We care about the right policy for you and are by your side when it matters most.
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