Partnering With Curo – Outsourced Risk Advice

With the financial services industry being more competitive and regulated than ever before, more and more advisers realise that in order to provide high quality, compliant advice one must specialise. As a result, more and more Financial Planners and Accountants are outsourcing their client’s Wealth Protection and Insurance advice to Curo Financial Services Pty Ltd.

Curo has developed a reputation as one of the leading specialist risk practices in Australia with extensive expertise in all facets of the business and has long standing arrangements with many highly successful practices all around Australia for the provision of insurance advice.

Our service to your client is not limited to initial advice alone but continues in perpetuity and includes daily administrative functions such as the provision of tax statements to as simple a function as changing address details. We then offer regular reviews of your clients’ insurances and possibly most importantly, we handle all claims on their behalf. Our results in  this area are nothing short of spectacular.

Our service to you, the planner or accountant, includes being a readily available technical resource, availability to speak at client education seminars or staff training days, assistance in the provision or development of marketing material and importantly a ensuring that your client’s best interests are taken into account every step of the way.

In summary, you will be providing your client with an essential, invaluable service in an exceptionally professional manner whilst improving your bottom line. Referring your clients to us for insurance advice is not only fulfilling your duty of care to them but also broadening your business.

If you want to find out more about providing your clients with the facility to receive industry leading, specialised advice, call 1300 665 356 and ask to speak to Brent or Ian.

How Does The Referral Process Work With Curo?

Meet and Speak With Our Team

At Curo we understand that at the foundation of any successful referrer relationship is trust and

Our long standing referral partnerships are testament to the level of service and advice that our referral clients enjoy.

Our business relationships are founded on mutual respect and value placed on the need for our clients to receive the highest level of specialised financial advice.

Faith In Our Integrity and Transparency

The level of integrity and trust that is synonymous with Curo Financial Serivces is the result of continually meeting and exceeding expectations as well as always acting in an ethical and responsible manner.

Our transparent reporting system will see you recieve a fortnightly progress report relating to all cases you currently have with us.

What’s is the next step?

If you would like to find out more about entering into a business relationship with Australia’s leading risk advisory practice, get in touch with one of our directors today.

We would be more than happy to come to your office to further explain and present to you how Curo Financial Services can add value to your business.




“I am a partner in an accounting and financial planning practice. Our financial planning activity includes providing risk advice to clients.....

- Partner, Financial Planning practice in South Brisbane QLD

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We were recently referred to Ian Satill of Curo Financial Services to undertake a review of our personal insurances. During this process Ian discovered that I should be eligible to lodge a claim for payment through my Trauma Insurance...

- Name witheld – Finance Manager, Adelaide

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“In 2007, I asked Ian from Curo to come and assist me in implementing some risk insurance strategies, such as Income Protection, Life and Trauma. As I am the sole “bread winner” for my family, I felt it was imperative...

- John Rapson, Partner, Lawrence Rundle Rapson

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Interested in learning more?

Fill in the form below and one of our advisers will get in touch to assist you further.