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Delivering Certainty
  • About Us
    • Adviser Profile
    • Our Advice Process
    • Our Licencee
  • Services
    • Personal Risk Advice
    • Estate Planning
    • Business Risk Advice
    • Business Succession
  • Referral Partners
  • Cover Types
    • Personal Insurances
    • Business Protection
    • Group Insurance
  • Contact

Referral Partners

Delivering Certainty's mission is to create a referral network of like-minded professionals, made up of Accounting, Legal, Financial Planning and General Insurance Advice practices, where, by working closely together, we can achieve the best possible outcomes for our clients.

You may be a sole practitioner general insurance broker with a mixture of salary and wage clients, investors and SMEs, or you may be a five-partner accounting firm with a focus on SMEs, SMSFs and high net worth clients. Whatever type of client base you have and whatever adviser relationship you currently have in place, you'll be surprised at the value and benefits our firm can offer to your clients and your practice.

We have developed resources, processes and systems to work closely with accountants, mortgage and finance brokers, general insurance brokers and solicitors as referral partners.

The benefits to your firm by being involved with Delivering Certainty Risk Advisers

     + We assist you in providing an important value added service to your clients
     + We look after your clients and their loved ones at a time of genuine crisis via our robust Claims Process.
     + We specialise in Risk Advice and therefore do not compete with any of your existing service offerings
     + Our CRM systems always recognise the original referrer and automatically copies them in to important correspondence.
     + We are committed to supporting all our referral partners with a two way flow of client activity.
     + Client Satisfaction - A professional referral network helps you to satisfy more services for your clients in a more efficient manner.

The benefits to your clients through your firm being involved with our referral partner program

     + Your clients can feel confident that  more of their key financial issues are being satisfied by trusted fellow professionals
     + As experienced financial advisers, we can help identify and resolve other financial issues they may have by referring to other professionals.
     + By working collaboratively we can ensure any risk strategies work in sympathy with plans established by their other advisers.


PERSONAL RISK ADVICE     -     ESTATE PLANNING     -     BUSINESS RISK ADVICE     -     BUSINESS SUCCESSION PLANNING


         Richard Bowyer and Delivering Certainty Pty Ltd (ABN 168 151 880) are authorised representatives of Synchron AFS Licence No. 243313,

​PO Box 438, North Melbourne Vic 3051

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The information on this site is of a general nature only and has been prepared without taking into account any of your objectives, financial situation or needs. For this reason, before you act on this advice, you should consider the appropriateness of the advice taking into account your own objectives, financial situation and needs.  You should obtain and read the product disclosure statement before you make a decision about whether to acquire a financial product.