Insurance solutions designed for Financial Advisers
Combining our deep expertise in insurance and risk advice, with proprietary data to demonstrate your quality to insurers.
Bespoke insurance solutions for the Wealth Industry.
Numerisk is deeply experienced in the world of financial advice and can work with you and your practice, licensing group or compliance service offering to obtain stable and consistent coverage at pricing that’s affordable.
Our understanding of the industry, its history and our relationships with both insurers and industry leaders allows us to be active in discussion at every level. This industry engagement allows Numerisk to be on the edge of different solutions available, compliance, future reforms and other issues that may have an impact on advice practices, licensees and other compliance support providers.
We bring a highly strategic focus to insurance program design and market placement to achieve stability – avoiding huge swings in coverage and pricing.
Let us work with you to understand your business and its needs and start setting a game plan for your next renewal.
Self-Licenced
Financial Advisers
Institutional Licensees
& Dealer Groups
Funds Management
Family Office
Professional
Services Providers
Corporate Advisory
Exclusive access to industry data allows us to work directly with insurers to provide better outcomes for our clients.
Get in touch today and learn how we can help.
Numerisk’s Strategic Partnership with Adviser Ratings
Utilising the deep data capability of ARdata to better understand quality of advice
We recognise the challenges advice practices and institutional licensees face when looking for cost effective and quality Professional Indemnity Insurance.
Numerisk and Adviser Ratings share a common purpose – to improve the quality of financial advice and reduce cost to the Australian consumer. Access to high quality and competitively priced Professional Indemnity Insurance is a critical impediment to advice practices creating a negative flow on effect to consumers.
To solve this, Numerisk and Adviser Ratings have developed a solution that utilises the deep data capability of ARdata to better understand quality of advice. These insights identify and articulate quality advice more effectively to insurers.
Advice practices now have a new way of securing quality coverage at premiums that more accurately reflect the quality of advice provided to clients.
“We speak to advisers constantly at Adviser Ratings and of the many challenges faced by advice practices, professional Indemnity is a constant pressure – We are excited to be in partnership with Numerisk and are confident we can achieve meaningful improvement for advisers and ultimately, the Australian consumer.”
- Angus Woods
Angus Woods
Our partners
We have partnered with a number of organisations across the Wealth industry as part of our commitment to gather, understand and utilise data for the industries we serve.
Through these partnerships, we are able to develop deeper insights allowing us to better articulate risk profile to insurers. By combining our access to industry data, with our proprietary business intelligence, we work with insurers collaboratively to achieve better results
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This information contained on this website is general in nature and should not be relied on as advice (personal or otherwise) because your personal needs, objectives and financial situation have not been considered. Before deciding whether a particular product is right for you, please consider your personal circumstances, as well as any applicable Product Disclosure Statement, Target Market Determination and full policy terms and conditions, available from Numerisk on request. All representations on this website in relation to the insurance products we arrange are subject to the full terms and conditions of the relevant policy.