Our mission
We are a licensed General Insurance Broking, Financial Planning and Mortgage broking company with a mission to offer a rich variety of insurance and financial products and services, which satisfy our clients and serve their needs as much as possible. We focus our efforts on providing secure turnkey insurance and financial instruments – from all types of insurance packages, through risk management, to strategic and investment advice.
Our experience
We are confident and able to offer high quality financial and insurance products and advice thanks to our more than 16 years of experience in the spheres of financial and insurance services. Our team of experienced professionals has the expertise and knowledge needed to advise you with care and earnestness.
Meticulous planning, knowing the trends at the financial markets well, constantly learning and deep analysis guarantee the high quality of service we can offer you. You can call it a pure striving for excellence.
Our Promise to Clients
At WEB, we work with clients across many industries and different types of businesses. We believe that to act in the clients’ best interests with honesty, integrity and professionalism is of key importance. Our relationship with clients is built on trust, honesty and transparency, giving you excellent quality of service. For us, our clients are highly respected partners in a business venture. As such you receive competent financial advice, financial solutions that meet your specific needs, quick and accurate response to quotation inquiries, and experienced and helpful support.
Our Expertise
We can assist you in the following areas:
- Commercial services and products: Business Insurance, Commercial Building & Strata Insurance; Professional Indemnity, Commercial Motor Vehicle, and Workers Compensation
- Finance / Mortgage services and products: Home Loan, Commercial Loan, Business Loan, and Construction Loan
- Personal services and products: Home & Content Insurance, Investment Property Insurance, Motor Vehicle Insurance, and Travel Insurance
Our Awards
In 2011, Web Financial & Insurance Services Pty Ltd was awarded ‘Diamond Award’ in the Commercial Insurance Packages Competition, which is NSW/ACT Highest Growth Practice under $1 million, presented by AMP GI Distribution Pty Ltd.
In 2011, Elaine Zheng-Chen, Principal Financial Planner & General Insurance Broker, was awarded Blue Award, presented by AMP Financial Planning Pty Ltd.
In 2014, Web Financial & Insurance Services Pty Ltd being the top 15 practice, 2012-2014, and was qualified for “Resilium Offshore – Vietname & Cambodia” by Resilium Pty Ltd.
In 2015, Elaine Zheng-Chen, Finance / Mortgage Broker, was recognised as Gold Broker by St George Bank Limited.
In 2016, Web Financial & Insurance Services Pty Ltd has achieved Silver Status in the new Reward and Recognition Program by Resilium Pty Ltd.
In 2016, Web Financial & Insurance services Pty Ltd and Elaine Zheng-Chen were Awarded “Business Achievement Award” for outstanding services to the St. George Community, by Mark Coure, MP Member for Oatley, Parliament NSW.
Our Accreditation
We are Authorised Representative 338155 of
- Resilium Pty Ltd, ABN 40 098 080 810, AFSL 232703
- Resilium Insurance Broking Pty Ltd ABN 92 169 975 973 – AFSL 460382
We are Credit Representative 37104 of:
- BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237)
- Credit Adviser of Mortgage & Finance Association of Australia (Full Member, MFAA 47673)
We ae also member of Resilium Insurance Broking Pty Ltd ABN 92 169 975 973 – AFSL 460382 which is the Steadfast network broker , Steadfast Group Ltd comprising of more than 304 independent Australian insurance brokerages. It is Australia’s largest independent insurance broker group generating over $6.1 Billion in annual premium turnover. Steadfast has the buying power that gives members access to all insurance markets and insurance products.