Disability & Illness Claims Guide for Financial Professionals

This FREE Guide will add VALUE to your client's life.

Want To Support Your Clients In a Health Crisis?

  • Critical THREE questions that will unlock your client's ability to make insurance and social services claims. 

  • Learn what support systems such as NDIS can do for your client and how YOU can help them register

  • What documentation and evidence you need for Retail and Group Insurance claims.
The Insiders Notebook for Insurance, Centrelink and Disability Claims. For Financial Professionals

Be Lost for Words Not Lost For Knowledge..

Want to know why Centrelink rejects most Disability Support Pension claims?

  • Learn the detail of the assessment process so you can better equip your client. Do more than just suggest they apply. Teach them how so they have a better success rate of a claim. 

Are Group Insurance policies really that hard to claim? 

  • Find useful tools inside that will prepare you for a successful claim. Read our Pro Tips!

Want to add value to your client's life by helping them secure NDIS funding and Appropriate Housing?

  • Learn how to register for the NDIS and eligibility criteria

Want to learn about Social and Public Housing eligibility and means testing?

Find the answers inside!

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About the Author:

Hi, my name is William Johns. Thank you for downloading this guide! 

I am a disability and human rights advocate, a Certified Financial Planner and combine a rare qualification in both Finance and Health (Master of Disability Studies from Flinder's School of Health & Medicine).

I was recognised by the NSW Parliament and was finalist in the United Nations sanctioned Australian National Disability Awards in the Emerging Leader category. I've won numerous awards in Financial Planning for my work in the disability and complex health area.

Today, I am giving back to you, as a trusted professional and someone whom clients turn to in time of need. I hope you find this small gift helpful in critical and emotional conversations.  

If you want more support, you will find me and my team approachable and happy to answer any question you have about insurance claims, Centrelink, NDIS, Housing and more. Our goal is to make sure we are supporting you so you can support others. 

I hope to speak to you soon,


William Johns wearing suite