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Why Examined Life

 

We are a specialist insurance advice practice. We assist medical specialists and self employed professionals to manage their Life, Disability and Income insurance.

 

We work closely with your other specialist advisers (Accountant, Solicitor and Investments adviser) to ensure optimal outcomes for you – ethically, professionally and efficiently.

Implement the Right Advice

 

We have access to all insurers in the market and are not owned by or aligned to any of them. With intelligence and reach across the market and uncompromising ethics, we always act in your best interest.


Knowledge and Wisdom

 

Medical issues at application and claims management are undoubtedly the most challenging and demanding aspects of personal insurance advice.

 

Many advisers either don’t understand these or don’t take the time necessary to provide the best outcome for you. We understand these two areas exceptionally well and will achieve the very best possible outcome for you.


Care and Support

 

Once implemented we regularly review your portfolio to ensure that you are adequately protected and getting excellent value for money.

 

Should you need to claim, we will comprehensively manage this for you.

Socrates reminds us of the importance of examining life to get the most out of it . Focus on getting
the most out of your life and trust Examined Life to do the same for your personal insurances.

Jery Mourelatos, Principal Adviser

(BBSc, GradDipAFI, DipSM, CertMB)

 

Jery is a strategic adviser with over 23 years in the Financial Services industry. His specialization is risk protection and he is passionate about helping his clients to effectively manage their insurance needs.

 

His past experience encompasses holistic strategic advice in relation to Self Managed Super (SMSF), property strategies and tax implications. He credits his success equally to great care and respect for clients as to professional expertise and wisdom and a disciplined work ethic.

 

With a degree in Psychology, complimented with postgraduate qualifications in finance, Jery values relationships and seeks a holistic understanding of his clients, their aspirations and needs.

 

Jery travels to all capital cities to meet with and service clients on a regular basis.

A complimentary initial discussion will determine if we are suited to your requirements.

 

Mobile:    0450 905 281

Email:      Jery@ExaminedLife.com.au

 

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