ABOUT US

Engage Financial Planning is a boutique Financial Advisory located in the Canberra and Queanbeyan areas.
With over a decade of experience, we focus on Personal Insurance, Business Insurance and Superannuation, providing a tailored and personalised approach in securing peace of mind with options purely in the best interest of our clients.

MOBILE SERVICE

We know that people are busy, at Engage we are happy to meet you at your home, place of work or somewhere else convenient – allowing you to meet with us at a time and place that suits you best.

BEST INTEREST

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.

PERSONAL SERVICE

We value the importance of a trusting and personal relationship between advisors and clients. At Engage, the person you meet with will be the person directly managing your portfolio from your initial meeting, right through to implementation and review.

CLAIMS ASSISTANCE

At the time you need it most, Engage Financial Planning will be there to step you through your claims process every step of the way. Our service promise means we will deal with the insurer for you to ensure that you receive the best possible service at the time when you are most vulnerable.

SERVICES OFFERED

LIFE INSURANCE

LIFE INSURANCE

Protecting your loved ones and providing them financial security, Life insurance pays a lump sum upon your death or in some cases upon terminal illness.

INCOME PROTECTION

INCOME PROTECTION

Enabling you to continue to support yourself and/or your family, Income Protection protects loss of income during periods of absence from work due to sickness, accident or injury.

TOTAL AND PERMANENT DISABILITY

TOTAL AND PERMANENT DISABILITY

When illness or injury stops you being able to work, TPD insurance provides a lump sum payment to help cover medical costs, ongoing care costs and lost income replacement.

TRAUMA COVER

TRAUMA COVER

If you are diagnosed with a specific, serious medical condition; Trauma insurance pays you a lump sum enabling you to cover associated costs, even when you make a full recovery.

KEY PERSON INSURANCE

KEY PERSON INSURANCE

Helps you cover the financial capital and revenue implications in the event of the loss of a key member of your business due to death, disablement or trauma.

BUSINESS EXPENSE INSURANCE

BUSINESS EXPENSE INSURANCE

Covers up to 100% of your day to day business expenses to keep your business running if you can’t work due to temporary illness or injury.

SUPERANNUATION

SUPERANNUATION

A tax-effective way of saving money for your retirement and with proper advice, can be used to fund other insurance needs.

MEET OUR TEAM

DANIELLE COVENTRY

Adv Dip. FP

Danielle has over a decade of experience of working within the financial services industry in Queanbeyan and Canberra.
Danielle holds a Certificate IV in Business Administration, Diploma of Financial Planning and Advanced Diploma of Financial Planning and is an Insurance and SMSF specialist, providing advice and service in the areas of personal insurance and Superannuation.
Danielle is very well respected and known as one of Australia’s most successful and hard-working female financial advisers, with a philosophy of personal attention and one-to-one client service throughout the entire process from enquiry to successful application and even in the difficult time where you need to make a claim.

Email: Danielle@engagefp.com.au

TESTIMONIALS

CONTACT

VISIT US

SEND AN ENQUIRY

Phone: 0448 886 467

Email: danielle@engagefp.com.au

Address:  PO Box 254, Erindale Centre ACT 2903

Engage Financial Planning is a Corporate Authorised Representative of Australian Mortgage & Financial Advisors Pty Ltd – AFSL 389206 – PO Box 1006 Kenmore QLD 4609

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