Established in 1986

+61 3 9587 5188

Referral Partnership

Expand Your Business with Our Referral Partnership

At Lowe Financial Group (LFG), partnering with us can streamline your business operations by reducing time spent on risk portfolio solutions for your clients. This allows you and your team to focus on the core offering within your business. Our specialised team is dedicated to helping you provide holistic planning – without the added complexity.

Through a joint referral partnership, Lowe Financial Group will transform the way you manage risk portfolios for your clients. We enhance your service offering and streamlines process within our ecosystem on your behalf, making it easier for you to deliver exceptional value to your clients.

Our tailored risk solutions are designed to complement your business. By partnering with us, you can focus on what you do best – advising and growing your clients’ investment and retirement savings. Let us handle the complexities of insurance, so you can concentrate on providing top-notch financial advice and expanding your client base.

Explore the benefits

Explore the benefits of a partnership with Lowe Financial Group and why our partnership will help your business thrive:




Specialisation in Risk
Professionalism
Knowledge and Expertise
Robust Processes
Client and Adviser Collaboration
Exclusively dedicated to insurance

Specialised in Risk

Specialised in Risk

LFG has a deep understanding of risk management and insurance products. We can provide expert advice tailored to each client’s unique situation.

We ensure that we are up to date with the latest industry trends, regulations, and best practices, offering clients the most effective solutions.

Professionalism

Professionalism

We handle our clients with the utmost care and respect. Our approach involves maintaining clear communication with our clients, adhering to ethical standards, and keeping the clients informed about the status of their advice or policies.

Knowledge and Expertise

Knowledge and Expertise

With over 35 years industry experience, LFG has a strong track record of success and deep knowledge in the insurance field.

Our deep understanding of various insurance products, the claims process and the nuance of underwriting allows us to handle these often-time-consuming areas for your business. This expertise enables you to focus on your core activities, confident that your clients are receiving a professional, friendly and reliable service.

Robust processes

Robust processes

Our referral partnerships have a well-defined process for client management. This includes fact-finds (that compliment yours), thorough needs analysis and personalised recommendations. Our robust systems ensure that clients receive continued and ongoing support through follow-ups, reviews, and claims management maintaining high satisfaction levels.

Client & Adviser Collaboration

Client & Adviser Collaboration

As your partner, we will work closely with you, the adviser, to ensure that the client’s overall financial plan is cohesive and comprehensive.

Lowe Financial Group will work with you on your operating rhythm for regular updates and gain your feedback, enhancing the collaboration to benefit the client’s long-term financial wellbeing.

Exclusively Dedicated to Insurance

Exclusively Dedicated to Insurance

With our own Australian Financial Services License (AFSL), we focus exclusively on insurance. This means we do not compete with you and your licensee for the client relationships, allowing us to provide solutions that complement and enhance your service offering.

Summary

If risk management is not a primary focus within your advisers’ business, we would love to discuss how we could work together to ensure that your clients have the right insurance cover in place.

Contact us today to explore this opportunity and see how we can help your business thrive.
Contact Us

Testimonials

What Our Clients Say

Dr. Jacqueline Fong

My (and my husband’s) insurance policies were overdue for a review. The convenience of having you come home was great. From the very beginning everything was clearly explained and laid out.

Due to past experiences, I was dreading the transition from one policy to another, but it was the smoothest and most streamlined transition I have ever had. You and your team organised it all! And it is great to know this is not where your service ends.

Mrs. Charleen Sharp

A genuine company who is ‘solid’. You understand client needs and can confidently guide them to financial security for their future. At all stages of our review the follow up and one on one liaison made the whole exercise less complicated and time consuming.

D Routson – R T Group

Ged shows great knowledge of his industry, but more importantly, is able to skilfully apply that knowledge to an individual’s particular circumstances.

Mr. Peter Mastores

Honest and informative about the different aspects of insurance needs to a business as well as an individual… excellent, quick and efficient service when I had to make a claim.

Lowe Financial Group Are Experts In Risk Insurance. We Are Committed To Working With Our Clients To Provide Tailored Insurance Solutions.

Details

Phone: 1300 725 996

Address: 3 Citrus Street PO BOX 278 Braeside, Victoria, 3195

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Leanne Weston

Client Services Officer

We were delighted to welcome Leanne to our team in late 2023. With an impressive 16 years of experience at MLC under her belt, Leanne’s previous industry experience has facilitated a smooth transition into her role of Client Service Officer at Lowe Financial Group. Leanne excels in delivering friendly and helpful service to our clients. She works diligently alongside Fiona in the areas of New Business and administration, and together, they ensure the exceptional service we deliver to all our clients.

Jack Lowe

Client Services Officer

Following in the family footsteps, Jack joined the LFG team in November of 2022 following successful completion of his VCE studies. Jack has confidently found his place within our team, assisting in the advice preparation process by liaising with clients and insurers alike, ensuring that our files are complete and that they paint a picture of your circumstances accurately – a vital step in allowing LFG to provide you with the tailored and specialised advice we pride ourselves on. Jack is also undertaking a Bachelor of Business at Deakin University and has demonstrated his eagerness to continue to learn and develop.

Fiona Toulis

Client Services Officer

LFG enthusiastically welcomed Fiona to our team in 2023. Joining us as a Client Service Officer, Fiona brings a wealth of experience in customer service from both Australia and New Zealand, enabling her to deliver exceptional levels of service and support to our clients in both New Business and administrative functions. You are likely to hear Fiona’s friendly Kiwi accent if you call into our office, and she’s always willing to assist should you require any information or assistance regarding your risk insurance portfolio.

Sarah Lowe

Operations

Sarah represents the third generation of the Lowe family to join LFG. Upon commencement in the business during 2020, the peak of a global pandemic, Sarah dedicated her time and effort to the delivery of great customer service with her ever-sunny disposition. After graduating with a Bachelor of Business in 2021, Sarah has since used her prior studies and concentrated on overseeing LFG’s business operations, marketing, and social media, along with the training and development of our newest team members. Sarah continues to further her learning, as she is currently undertaking a Graduate Diploma in Financial Planning alongside Ged, demonstrating her commitment to the delivery of positive outcomes for our clients.

Grace O’Neill

Partner & Client Relationship Manager

Grace became part of the LFG team in 2019 and took great pride in becoming a partner in July 2024. Beginning her career providing customer service to our clients, Grace’s role transitioned as she began joining Ged in all client and referral partner meetings, whilst also assisting in the delivery of required outcomes for our clients and business. Grace’s dedication to the company and enthusiasm for the field prompted her to switch her studies from a Bachelor of Legal & Dispute Studies to a Bachelor of Commerce, majoring in Financial Planning. Additionally, Grace is undergoing her professional year and is enthusiastic about becoming a Risk Adviser once it concludes.

Gerard Lowe

Director

Meet Gerard (Ged) Lowe, a cornerstone of Lowe Financial Group (LFG) since 1988. From beginning work in the industry and business alongside his father, Peter Lowe, Ged has risen to become one of Australia’s leading Risk Insurance Advisers. His extensive knowledge, experience, and dedication to the industry, coupled with his strong relationships with top insurers, enable him to deliver unparalleled advice and tailored insurance solutions for our clients. Ged’s passion for risk insurance is evident in his active participation on advisory councils and his mentorship of the next generation of advisers. Ged continues to be passionate about his work and is currently furthering his education through a Graduate Diploma of Financial Planning at Deakin University to enhance his expertise and continue providing the highest level of service and advice to LFG clients.