Keyman Financial Services | Insurance broker

Keyman Financial Services

Phone: +61 2 9011 8122

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25.01.2022 At KFS, we always try to make a positive and lasting impact upon our client's, friends and colleagues lives This can be incredibly difficult in times of uncertainty such as these, BUT we decided to do something a bit different... Yesterday in our team meeting we decided that Coronavirus didn't have to be this scary, business-killing, job-stealing, toilet paper hoarding virus to us. It was a life lesson A lesson to CARE for each other and our loved ones....Continue reading

22.01.2022 With over $500,000 of claims paid in the past two months, it's fair to say 2020 is now in full swing The KFS team has been buzzing with productivity and excitement for the new year. Speaking of new, our 1st KFS Konnect Newsletter of 2020 has just been sent out If you missed it, here are some highlights and a link to check it out: - Meet our team, New Faces & A New Skillset... - Bushfire Relief available for fire-affected clients - Important changes to Income Protection (Are you Affected or Protected/) - Our Wins & Losses of 2019 (Real Claims & Real Pains) Check it out here: http://kfs-net-au-6254162.hs-sites.com/kfs-keyman-konnect-1

20.01.2022 We celebrated a very special birthday here at Keyman this week so Ben & Mia thought it would be fun to make sure anyone who walked into the office knew we were celebrating! #HappyBirthdayTerry

20.01.2022 In times such as these it’s important to look for the peace & joy in every moment. Thanks Terry for feeding the birdies this morning before the office opened. We were welcomed to work by an array of colours with these beautiful visitors enjoying their breakfast right before our eyes! Many clients are very anxious about whats going on in the world around us but moments like these remind us to take a deep breath in! ... Ready to service all of our wonderful clients today. We will be happy to answer any questions you have about your policies in times like this. Please give us a call on (02) 9011-8122 if we can answer any questions & hopefully give you some peace of mind!

19.01.2022 Check out Terry representing KFS and Australia at MDRT (Million Dollar Round Table) today in Chicago. Thanks for sharing your knowledge, ideas and experience with fellow members from multiple countries around the world. Mia, Ben and Diana are so proud of your efforts as the NSW MDRT State Chair!

19.01.2022 Happy Birthday to the Keyman himself! Thank you for serving your staff and your clients with such a great amount of love, passion and care. From being the best boss to your Keyman Family, to serving as the NSW MDRT State Chair, a proud BNI Member, a loving husband and the most amazing father, amongst many other things - thank you for being such a key person to so many people!

17.01.2022 From our family to yours, we wish you a safe, healthy & happy Easter Long Weekend Though it is bound to be an Easter unlike any other, we hope you find some time to rest, relax and restore! Whilst our office will be closed on Friday the 10th of April and Monday the 13th of April, we invite you to send any questions or concerns to [email protected] and we will be back to you sooner than you can finish all of your Easter Eggs!... We hope you have a blessed Easter and enjoy some time with your family & friends. The KFS Family Wishing you a basket of egg-citement this Easter!

17.01.2022 It may not be the most romantic gift but it is the ultimate gift of love! Happy Valentine’s Day to our wonderful clients & friends. Thanks for allowing us to protect you & the ones you love most.

16.01.2022 So lucky to have Paige Johnson in the office today helping us keep everything in tip top shape, including our CRM & Client Files!

14.01.2022 Thanks so much to our awesome friends Karen from Kurrajong Kitchen Lavosh & Simone from Accountancy in the Hills for the office snacks. Your BNI presentations yesterday morning were both inspiring & informative!

13.01.2022 Great work to one of the key men of Keyman! Benjamin Johnson took home the Magic Mic Award at today’s BNI Meeting. We are so proud of the way you represent Keyman. Thanks for all that you do.

13.01.2022 An awesome Professional Development day for Team KFS. How lucky are we to work in such a noble profession & with such amazing people!

10.01.2022 Does anyone else recognise this mug from The Office? Although the mug is a bit of a joke for us it really is so true! We are lucky to have the World’s Best Boss here at KFS. Thanks for being our greatest supporter Terry Johnson and for always having our clients best interests at heart. You are the best leader we could ever ask for!

10.01.2022 Today marks Diana Cabana’s 1 Year Anniversary with KFS. Diana is the friendly face behind the phone, the warm smile behind the emails and the kind heart behind all of her interactions with clients and insurers. Diana is truly the most wonderful Admin Assistant we could have ever dreamed of working with and welcoming into the KFS Team. Diana, we are so thankful for all you do here at KFS! Thanks for treating our clients like family members.

10.01.2022 Well, what a year 2020 has been so far! Despite the challenges, the Keyman Team and our clients have had some pretty incredible wins As with all businesses...we've got some updates! Our 2nd KFS Konnect Newsletter of 2020 has just been sent out If you missed it, here are some highlights and a link to read it in full. - A short video message from Terry... - Managing Affordability in Unprecedented Times - Keyman Claims! - Our Wins & Losses - Professional Network Spotlight! Two Birds One Loan Check it out here: https://hubs.li/H0wMRqJ0

09.01.2022 Lights, camera, action! Our own Mia being interviewed on how we manage claims with our insurance partner Zurich. Nice to be recognised as a standout claims manager and soon to be adviser......our clients are in great hands.

08.01.2022 We have been working with Stacie Chalmers from The Inbound Marketing Company in implementing some new client feedback surveys! We are delighted to say these went live yesterday and we are truly humbled with the responses we've received. Here are a few of our favourites so far "Do I need to even explain how awesome you guys are? Thank you team for everything you do." "We have been looked after in a thoughtful and thorough manner."... "The most professional team out there...Always prompt in responding as well as sorting out issues very professionally."

08.01.2022 "Client asks to cancel policy, instead finds he's owed $500,000". Last week we had one of our most treasured client stories included in the MDRT "Round the Table Magazine" Close to 80,000 people received this edition and we couldn't be more humbled to have had this experience shared If you are ever thinking of cancelling a policy, it might be best to think twice.... Read Here: https://hubs.ly/H0ssWmW0

08.01.2022 One exam and $370,000 later.. It’s not too often that in the same day you need to sit an exam about giving basic Insurance advice (which contained little to no trace of claims content) to only then, a few hours later, hand deliver a Trauma check of $370,000 to one of the most deserving clients. 5 years of continuous communication and 2 rejected claims later, a client can now have the choice to take his extremely deserving family on a holiday to Disneyland, pay off his mortg...age or take as much time off work as he needs to be there with the people that need him most. Thank you to the claims team at OnePath for taking so much care ownership over your role and seeing things from such a unique perspective. It’s moments like these that change families lives This is why we love what we do. The Keyman Team

05.01.2022 A great start to the end of the week with Elouise & Alissa, the two clever ladies behind Two Birds One Loan. So awesome to see two hard working mums who genuinely care so much about their clients. We love building connections with caring & smart business owners. Thanks for taking the time to meet with the KFS Team. Looking forward to a long lasting friendship with you guys!

04.01.2022 A Great Start to the Week! In just the last two days we have had over $330,000 in Claims Paid. Thank you to TAL & CommInsure for delivering on the promise of insurance. A $154,000 TPD Claim for a wonderful client suffering from crippling depression and $176,000 in Trauma Benefits paid to a lovely client who was diagnosed with Cancer. ... Both of these clients are also receiving ongoing Income via their Income Protection Policies so they do not need to worry about how they will meet ongoing expenses. We feel so privileged to be able to help clients when they need it most. We give advice as if you were going on claim tomorrow! Thankful to work with great insurers and even greater clients. ~ Terry, Mia, Benjamin & Diana

02.01.2022 Life is inherently risky but here at KFS we can help you manage that risk and protect all of your hard work. If any of your loved ones are in need of protection, please tell them to give Keyman a call. We would love to help protect their families & their businesses. ... Thank you to all of our exisiting clients for allowing us to protect you & your family.

01.01.2022 Working hard on our systems & processes this week at KFS. Here is a pic of our brainstorm to prove it. We are so excited to begin implementing some awesome new initiatives to better serve the ones who matter most - our clients! Wishing our wonderful Keyman family an awesome weekend ahead.

01.01.2022 Getting inspired at the Million Dollar Round Table event....first time in my home town! 8000 of the worlds best advisers learning from the best speakers in the world. Proud to be the NSW chair of this wonderful organisation.