Tax audit protection for financial planners and their portfolio
Your clients will benefit from affordable and comprehensive coverage while you enjoy full visibility on quotes and policies in real time. Your portfolio will be secure and your clients protected with our digital quote-and-bind solution.
How AuditCover protects your clients and preserves your portfolio
Working as a financial planner is complex enough. AuditCover’s unique digital binding solution means clients quote and bind instantly.
- Track policy take-up rates through your partner dashboard
- Enjoy the highest industry take-up rates with our digital approach
- Save time of email marketing and content updates
- Get custom quotes for complex structures and high turnover clients
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Auditcover Australia Pty Ltd ABN: 63 638 872 634, Corporate Authorised Representative 001280453 of Aviso EIA Pty Ltd AFSL 239049. This site contains general guidance only on insurance products available to you. Before you buy a policy, you should consider if this product suits your needs by reading the Policy Wording known as a Product Disclosure Statement (PDS) in light of your personal circumstances. This insurance is underwritten by certain underwriters at Lloyd's, through Agile Underwriting Services Pty Ltd (ABN 48 607 908 243 - AFS Licence No. 483374).