“Danielle’s knowledge and client service is second to none. When time came for me to make a claim after some surgery, Danielle worked through the process with me to ensure the insurers paid my benefit and even helped secure an early settlement which paid a month longer than my anticipated period off work.”

Jordan Macey

“Danielle has written insurance for me and my husband and even through some difficult circumstances has made the process as pain-free and positive as possible. Her one on one attention is rare and something we really value.”

Natalie Pinney

“Danielle was incredible in building a policy around my personal needs. It is such a relief to know that my lifestyle is secure and that no matter what the future brings, I will be covered.”

Ruairi Taylor

Meet Danni

I founded Engage Financial Planning because I saw a recurring problem in the financial planning process: Australians were being left to navigate their most vulnerable moments entirely alone.

My mission is to move beyond the “transactional” nature of insurance and provide a genuine partnership.

Whether finding the right coverage or acting as your dedicated advocate during the claims process, I am with you every step of the way.

At Engage Financial Planning, you aren’t just buying a policy. You are gaining an expert partner committed to ensuring your protection is as resilient as you are.

Danielle Coventry

Director & Senior Adviser

The Engage Difference

Accessible Expertise

At Engage Financial Planning, we value your time. Our team offers flexible meeting options at your home, office, or any preferred location to ensure our services fit seamlessly into your schedule.

Best Interests

Engage Financial Planning spends time with our clients in order to tailor our advice to meet your specific needs, always looking after our clients best interests.

A Real Service

At Engage Financial Planning, the person you meet with will be directly managing your finances. From your initial meeting, right through to implementation and claims assistance.

Why Choose Engage Financial Planning?

Our specialist risk advisers help safeguard our clients against life’s challenges.

  • Tailored coverage structured to align with your income, family needs, debts and business obligations

  • Deep knowledge of the insurance landscape results in more protective policies at the most competitive price points.

  • Ongoing assessment around your coverage and policy needs to ensure you coverage is upt to date

  • Trusted professionals with in-depth coverage knowledge to know when you can and cannot make a claim

  • Dedicated claims specialist to manage the process on your behalf allowing you to focus on yourself

 
 

Going it Alone

  • Inadequate coverage that fails to address core needs while including redudant benefits

  • Missing out on better deals and coverage because you only receive what the insurers advertise publicly

  • Outdated policies that have not been updated to match current life circumstances or objectives

  • Convoluted language and dense fine print often lead to misinterpretations that jeopardize claim outcomes

  • Administrative burden of managing a claim independently, often while balancing significant personal injury or circumstances

Let’s

Engage

Office

Suite 2, Level 2
15 London Circuit,
Canberra ACT 2601

Contact

[email protected]
0448 886 467

Focus Area *
Dependants *

Office

Suite 2, Level 2
15 London Circuit
Canberra ACT 2601

Contact

0448 886 467

[email protected]

Opening Hours

Monday – Thursday: 9am – 5pm

Friday: By Appointment