About
At Platform Insurance Brokers, we don’t just aim to meet expectations, we strive to exceed them. With over 160 years of combined experience, our vision is simple: to deliver exceptional service that is a step above the rest. Our approach to financial planning and wealth management goes beyond just offering products. We focus on delivering service excellence, rooted in a genuine understanding of our clients' unique needs, aspirations, and values.
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What sets us apart is our unwavering commitment to service. We build long-term relationships, offering personalized, tailored solutions that not only meet financial needs but also exceed expectations.
Our client-centric approach ensures that every recommendation is based on what’s best for each individual or business. We provide a holistic approach to financial planning and risk management, addressing both immediate needs and long-term goals.
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With over 160 years of combined experience, we bring a wealth of knowledge and insight to each interaction, ensuring our clients receive the expert guidance they need at every stage of their financial journey. We are proud to be more than just financial advisors, we are trusted partners who empower clients to make confident, informed decisions about their financial futures.
What People Say
Sarah Johnson
“Working with Platform Insurance Brokers has been a game-changer for our business. Their team took the time to understand our risks and tailored a commercial insurance solution that fits us perfectly. Highly recommended!”
Michael Lee
“I’ve worked with several brokers over the years, but Platform’s personal-insurance service really stood out. They listened, advised transparently and made the whole process stress-free. Great experience.”
Emily Chen
“From retirement planning to estate advice, Platform Insurance Brokers delivered a holistic approach that addressed both our short- and long-term goals. Professional, attentive and truly client-centred.”