• Skip to main content
stream-financial-logo-horizontal-white
stream-financial-logo-horizontal
  • Financial planning
    • Planning Process
    • Wealth Creation
    • Superannuation
    • Retirement Planning
    • Estate Planning
    • Centrelink Pensions & Allowances
  • Insurance
    • Business Insurance
      • Buy Sell Agreements
      • Key Person Insurance
      • Business Expenses Insurance
      • Do I need Business Insurance?
    • Personal Insurance
      • Income Protection
      • Trauma Insurance
      • Life Insurance
      • Total and Permanently Disabled (TPD)
      • Do I need Life Insurance?
    • Frequently asked questions
  • Claims
    • Claims Management
    • Claims Process
    • Client Stories
  • Our clients
  • Our team
  • News
  • Contact
×
  • Financial planning
    • Planning Process
    • Wealth Creation
    • Superannuation
    • Retirement Planning
    • Estate Planning
    • Centrelink Pensions & Allowances
  • Insurance
    • Business Insurance
      • Buy Sell Agreements
      • Key Person Insurance
      • Business Expenses Insurance
      • Do I need Business Insurance?
    • Personal Insurance
      • Income Protection
      • Trauma Insurance
      • Life Insurance
      • Total and Permanently Disabled (TPD)
      • Do I need Life Insurance?
    • Frequently asked questions
  • Claims
    • Claims Management
    • Claims Process
    • Client Stories
  • Our clients
  • Our team
  • News
  • Contact
Book appointment
Insurance claims

With you every step of the way

Personal insurance claims

Supporting you when you're vulnerable

What can be one of the most daunting experiences of a lifetime for a claimant, is business as usual for our team of professionals.

When the unexpected happens, it’s comforting to know that you’re financially protected. At Stream Financial we believe that making a claim on your insurance should be as simple and stress free as possible and you don’t need to handle it all yourself.

Book a call to discuss your claim
stream-financial-understanding

You

Contact us to begin the process.

stream-financial-insurance-claim-gather-info

Together

We’ll gather info from you and provide advice.

stream-financial-support

Support

Provide proof from your doctor to your insurer.

stream-financial-research

Review

Review documents and complete claim.

stream-financial-implement

Your Team

We will lodge your claim and follow up potential benefits.

stream-financial-goals

Outcome

We will advise you of the outcome from your insurer.

Insurance Claims process

Focussed on the best possible outcome for you

When you need to make a claim and are not at the top of your game, you can feel compromised and vulnerable. If you are unfamiliar with claims management and all the intricate nuances that can potentially be the fine line between success and loss, you could end up compromising your insurance benefit which can have a massive impact on your life moving forward.

That’s why we have an in-house claims team to ensure that you and your family get the best possible outcome. Our team of professionals will guide you through what can be a tricky and unclear process, allowing you and your family to concentrate on the important things.

At a time when you are at your worst, it’s reassuring to know that you have a knowledgeable team on your side to help each step of the way.

Book a call to discuss your claim
stream-favicon-grey

Client stories

Income Protection

Bec’s claim story

After being diagnosed with cancer at 35, Bec was fortunate that her income protection cover allowed her to focus on her treatment.

Watch story
Income Protection

Jo and Carl’s claim story

When their income protection insurance claim was mishandled with another business, Jo and Carl turned to Stream Financial to help.

Watch story
Income Protection

Warwick’s claim story

Stream helped Warwick claim on his income protection insurance so he was able to recover properly thanks to better quality rehab and care.

Watch story
Income Protection

Lisa’s claim story

Lisa relied upon her Income Protection Insurance after being diagnosed with an auto-immune syndrome that left her unable to work.

Watch story
Insurance Claim

Scott’s claim story

Easing the burden and assuring the future is a little brighter.

Watch story
Income Protection

Janeah’s claim story

When preparing for the worst pays off.

Watch story
Book a call to discuss your claim
What we do

Managing all aspects of your insurance claim

Going through a significant illness or injury is difficult enough. We take care of all aspects of managing your insurance claim so you can focus on what matters – your recovery and your family.

This includes:

  • Managing the entire process for you, from initial claim notification to payment

  • Provide a single point of contact who represents your interests

  • Ensure you receive every benefit you deserve

  • Explain things in a way that is easy to understand

  • Liaise with your doctors, employer and accountant as needed

  • Advise on tax matters associated with your claim

  • Dispute management and resolution where required

Meet our claims specialist

Janis Glassop

Working in the field of Financial Advice and specifically Risk Insurance Claims, has given me a whole new avenue for being able to help and assist people. At a time in life when all seems too hard, when the last thing you want to do is battle with your insurance or superannuation provider for income protection or a lump sum claim, I’m the person who can navigate this landscape for you with empathy, precision and care.
Book a call to discuss your claim
I cannot recommend the team at Stream Financial enough, they are lifesavers! Janis has been terrific even when I was not at my best and Tim is amazing and reassuring when I needed someone to talk to. It has been a life changing out come for myself and my family from the bottom of our hearts Thank you!
Vaughn Bruton
I have had Janis handling a case of mine and it was fast and successful, thank you so much for taking me on. Janis is awesome, she is the one you need on your side when you have to solve something with an insurer.
Aysha Cincotta
Stream Financial have been excellent in the way they conduct business. We have been extremely impressed with Janis Glassop. Janis is one of the most friendly, professional person we have ever dealt with, Janis would be a most valuable employee in any business. Thank You Janis All the very best in the future. Stay safe.
Colleen Flashman
We have had the good fortune of working with Janis Glassop over a period of time on a very complex and distressing case. I cannot recommend Janis enough. Janis has at all times gone above and beyond in her role representing us. She has been totally committed to our case and her professionalism, knowledge and efficiency has been outstanding. Janis also has a very caring manner and takes the time to get to know her clients, which has allowed us to put complete trust in her with very personal information. I highly recommend Janis and the whole team at Stream Financial.
Zita Harris
I have been insured through Stream Financial for a number of years and have recently had to make a claim on my IP insurance. I was in a very vulnerable place at the time and through the interactions with the team at Stream Financial I felt acknowledged and supported through the whole process. Initially meeting with Lachlan who was patient and thorough through the initial first meetings and then had the fortune of having Janis assist me from there on with regular phone calls to just check in and see how I was feeling as well as liaising between the insurance company on my behalf until I felt able to do so myself. I would highly recommend the team at Stream Financial as in my experience, I was entirely supported through the claim process and feel that they put me, the client first.
Danielle Vickery
After giving Janis the policies and permissions she made it an easy task from our point of view, Janis worked very hard, had answers quickly and kept me up to date on all aspects of the claims, I gave Janis any and all information she asked for and found Janis very trustworthy and really on the ball, all the claims went through quickly and left us very happy campers. In fact the whole Stream Financial team is trustworthy and knowledgeable. We have used their services since then on other matters and would not hesitate in making a recommendation for Janis.
Mark Hunter
Janis did everything she could possible do, she was amazing. I wouldn’t have been able to do it, I wouldn’t have know what to do so having her guidance was amazing. Having her do it took the pressure off me and I could concentrate on myself and getting better. So I would rather her do it, its her job and she does it very well. Having Janis do it was 100% the right thing.
Janeah
If I had to do this myself, It would have been too much stress and I would have not worried about it - I want to thank Janis and Rebecca who made it a lot easier…. Being a one wage household, just having that money there has just taken a lot of stress off.
Scott
Nothing was ever too much of a problem for the team, I had their support and they held my hand through the whole process. I was able to move forwardly confidently. Every single time I needed to get information through to help make the claim, they were right there… the team was great. I was very grateful for having the income protection that I had, I was able to continue to pay the mortgage off and stay on top for the five months I was unable to work.
Lisa
I was able to go straight to the private hospital, get all the physio that I wanted and the rehab I needed and actually get back on my feet, so much quicker... It was less than 48hrs and the money itself appeared in my bank account, from the time I phoned the guys at Stream. I don’t even think I filled out any paperwork… It was one of those experiences where it was like ‘wow’ did I just get that good of an experience?
Warwick
We do have income protection, unfortunately, the income protection wasn’t taken out with Stream but with another provider, it was a good one however, it wasn’t managed that well. We looked to Stream to help us with our personal insurance. Stream was able to take over it [the claim] for Carl as a gesture of goodwill for us. It was unbelievable, particularly as the company where the claim was through wasn’t that great. Stream helped us navigate the procedure and made it easy.
Jo
Stream really care about the people they’re helping… they’re doing it for the satisfaction of the person getting what they really need out of it and making sure the people get looked after in their time of need.
Bec

Hear from our clients

At Stream Financial we are passionate about being thorough and delving through all of the options, believing that a job worth doing is worth doing right. We are relentless in our pursuit of delivering the best that we can.

The experience we had with Stream Financial was nothing short of amazing. They are so friendly and professional. The out come of our claim thanks to Janis and Lachlan was life changing . Also the advice for our future was perfect for what we need to do to secure our future. I highly recommend Stream Financial and will be a client for many years to comeRegards Sharon
Sharon P.
Sharon P.
I have been insured through Stream Financial for a number of years and have recently had to make a claim on my IP insurance. I was in a very vulnerable place at the time and through the interactions with the team at Stream Financial I felt acknowledged and supported through the whole process. Initially meeting with Lachlan who was patient and thorough through the initial first meetings and then had the fortune of having Janis assist me from there on with regular phone calls to just check in and see how i was feeling as well as liaising between the insurance company on my behalf until I felt able to do so myself. I would highly recommend the team at Stream Financial as in my experience, I was entirely supported through the claim process and feel that they put me, the client first.
Richard L.
Richard L.
I've known Tim and the team at Stream personally for many years, as I also worked in financial services. When I had to put in my own disability claim, even though i lived interstate, I knew who to turn to and they helped me (and my partner - its a difficult time) through the entire process through to a successful claim. With some much needed peace of mind Lachlan has since put us on the right track with a financial plan and we are both feeling confident about the future again. Thank you team Stream!
Gavin L.
Gavin L.
  • Important information
  • Careers
  • Client Portal Login

Stream Financial Pty Ltd
ABN 48 154 256 818
Corporate Authorised Representative No. 416793
Suite 11-14, 100 Burnett St
Buderim, QLD, 4556

PO Box 1994
Buderim, QLD, 4556

GPS Wealth Ltd
ABN 17005482726
AFSL 254544
Head Office Level 15, 115 Pitt Street
Sydney, NSW, 2000

The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsAccept
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are as essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
SAVE & ACCEPT