MBS Insurance moves into WA with new partnership
MBS Insurance has announced that adviser partners Jade Burford and Shane Reay have joined the group to lead the risk advisory's newly-established operations in Perth.
The advisory will be branded MBS Insurance WA.
"This is a very exciting and significant development for our group and aspirations to have a national presence," said MBS partner Kris Mason. "Jade and Shane are exceptional and passionate practitioners and determined to position MBS Insurance WA as a leading presence in the state. MBS’s collective scale, streamlined underwriting and established workflow system will allow us to focus on our clients and referral partners obtaining better outcomes from day one."
Burford and Reay are WA locals. "We are both deeply passionate about risk insurance and the immense benefit it provides business owners, HNW families and career focused professionals," the pair said in a joint statement. "An imperative of any wealth creation, lifestyle protection, retirement, estate planning and commercial aspiration is a risk insurance foundation.
"Above all, we are steadfastly dedicated to providing the highest standards of specialist risk insurance advice and service to our clients," they said.
Burford has held advice, risk, and paraplanning roles for Advocate Private Wealth and LifeNet Financial Planning for the last several years.
This article has been updated to reflect Burford's work history.