I’m excited to announce that after 20 years in financial planning and wealth management, I will be taking my passion for client advocacy into the specialised world of risk insurance policies and claims.
When it comes to claiming risk insurances upon trauma, sickness, accident, disability and more, I’ve seen first-hand with my valuable clients how daunting and convoluted the process from start to end can be. The space has been, and still is, traditionally dominated by big (expensive) legal professionals.
In launching Claims Advocacy, I am seeking to ambitiously break into the space, offering genuine advocacy and care, a wealth of experience and a proven track record of success.
I am thrilled to be able to dive into this space, with the full support of partners at Cranage Financial Group, to offer a competitive and quality alternative in the industry to our valued clients, friends and network.
If my above values align with you, and you know someone who may need professional support in this space, please don’t be a stranger!
Our services include:
- Risk insurance claims – education and management
- Claims disputes and escalation – where an application has been denied, deferred or reduced on a technicality
- Policy Reinstatements – where an insurance policy has been cancelled without the policy holders’ knowledge and the policy holder believes there may be a claim
Thank you so much for being so supportive throughout my career to date, and I can’t wait to share the next steps in my journey with you.
Warm Regards,
Anuj Shangle
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