Who we work with

CRA works closely with referring businesses, including:

  • Financial planners
  • Accountants
  • Stockbrokers
  • Legal professionals
  • General insurance brokers
  • Mortgage brokers

These businesses choose to work with CRA because they know we have specialised knowledge and expertise in personal protection insurance. With our help, their clients get the same quality of advice on wealth and income protection as they get on every other part of their financial plan.

Our referring businesses also know that CRA is not tied to a particular insurance provider, we can work with whichever provider suits you, and we don’t offer advice on any financial matters that don’t fall within our specialty.

In other words, finance professionals work with CRA because it improves the service they offer to their clients.

Finance professionals: talk to CRA about the benefits of referring your clients to us.