Insurance Services & Management Pty Ltd

AFSL 296737
ABN 87 117 272 750

Founded in January 2006, Insurance Services & Management Pty Ltd (ISM) is a boutique insurance broking firm led by founder Helina Marshall. It was established after being granted a general insurance broking licence (296737) by ASIC. Since then, we have built a reputation based on trust, accessibility, and care. It's a personal approach. Whether face to face or over the phone, we support our clients through real conversation.

What We Do

We specialise in:

Commercial Strata, Residential Strata, Community Strata, Strata Landlords and Strata Home Contents insurance
Professional Indemnity and Legal Liability Insurance for various professionals e.g. architects, interior designers, landscape architects, strata managers, facility managers, real estate agents etc.

In addition, we offer a broad range of general insurance products, including:

Construction Insurance
Cyber Insurance
Management Liability
Plant and Equipment
Public Liability
Business & Office Insurance
Home & Motor Insurance
Jewellery Insurance

Our Services

Our services go beyond simply obtaining insurance quotations. We listen, understand, and share in our clients’ challenges and frustrations, supporting and guiding them with care as they overcome obstacles step by step.

Renewal preparation and Renewal management
Claims management including claims lodgment
Policy and Risk management

Our Approach

At ISM relationships are at the heart of everything we do. Our business is built predominantly on client referrals - a testament to the trust and confidence our clients place in us.

We are committed to:

Transparency – clear, honest advice at every stage
Loyalty – long-term commitment to our clients
Integrity – acting in our clients’ best interests
Sharing knowledge and experience and tailoring approaches

Many of our clients have been with us for decade(s), some since our founding in 2006.

Complaints

We are a member of the Australian Financial Complaints Authority (AFCA), providing our clients with access to independent dispute resolution.

Brokers Code of Practice

We subscribe to the Insurance Brokers Code of Practice.

Important Documents

Contact

Insurance Services & Management Pty Ltd
Suite 61, Level 2, Building 2 Portpark Corporate,
574 Plummer Street, Port Melbourne 3207 Victoria

Office hours: Mon-Fri 8.45am-6.00pm
(03) 8608 0754
Email: