TPD Claims Advocacy for Financial Planners

Trusted by top financial advisers across Australia to manage complex TPD claims with care and precision.

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WHY PARTNER WITH US

Trusted by advisers to manage TPD claims — start to finish.

Boosts Client Outcomes

We know how to frame claims for faster, more successful results.

Saves you time

We handle the claim from start to finish — no chasing forms or insurers.

Protects Your Relationship

We treat your clients with care and keep you in the loop.

No extra costs to you

We only charge if the claim is approved — zero risk to refer.

How it works

  • 1. Book a quick call or refer a client

    Schedule a call at a time that suits you using our calendly, or refer a client directly via our secure form.

  • 2. We handle the laim


    We take over the process — forms, paperwork, medical evidence, insurer follow-ups — all covered.

  • 3. You stay in the loop

    We’ll keep you updated at key points, so you’re informed without being pulled into admin.

  • 4. Your client gets paid

    We work on a no-win, no-fee basis. You deliver value without adding extra work to your day.

Who it's for

If your client is facing a TPD claim, we can help. Financial advisers refer to us when


  • A client is off work due to illness or injury

They may qualify for a lump sum payout, but need guidance navigating the process.


  • The claim involves mental health

These are some of the most common, and most contested, claims. We know how to present them properly.


  • The claim is delayed or has been denied

We review, identify issues, and build a stronger case for resubmission or dispute.


  • The client has TPD inside super or through a retail policy

We’re across both, including multiple policies, fund trustee processes, and insurer requirements.


  • You don’t have the time or in-house resources to manage claims

We take care of the paperwork and follow-ups so you can stay focused on advice and planning.


Learn more about it

Results that matter

We measure success by the outcomes we deliver for your clients and the efficiency we bring to the claims process.


Our proven approach reduces delays, increases claim approvals, and helps clients receive their rightful benefits faster. These results aren’t just numbers, they reflect real people getting the support they need when it matters most.

90%

Adviser retention rate. We're trusted by financial professionals nationwide.

32%

Reduction in claim processing times by our streamlined approach.

Don’t just take our word for it 

Client testimonials

I’ve referred a few clients now, and every time the team at Insurance Helpers has been fantastic. They communicate clearly and keep everyone updated, which makes a complicated process feel a lot less daunting for my clients.

Sarah T.

6 months ago

They made the whole process straightforward. My client felt supported, and I didn’t have to chase paperwork or call insurers constantly.

David L.

9 months ago

They handled all the back-and-forth with the insurer so smoothly. It was faster than I expected, and my client appreciated how on top of it everything was.

Jessica S.

9 months ago