Giving you the right track to run on

Ensuring your clients have appropriate levels of personal protection for themselves and their families isn’t easy. Chris Unwin can put you on the right track.

Specialising in:

  • Trauma Cover / TPD
  • Life Cover
  • Income Protection
  • Risk Management

Why choose Chris Unwin?

I have been an insurance adviser for over 30 years on opposite sides of the globe and I am happy to share what I have learned in that time.

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Consultancy Objectives

Whether it be a group workshop or a one on one coaching session, my primary objective is always to give you simple, practical and effective concepts/ideas/tools that you can start using in your business right away.

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Get in Touch.

Contact me NOW and tell me how I can help you fast track your success – I look forward to speaking with you soon.

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Welcome

We have never had more education, greater technical knowledge and better compliance than we have in the financial services sector today – yet often communication and engagement skills are lacking.

After 25 years of fine tuning my own client engagement process in the personal risk advice space, I started my consultancy in 2004 because I felt I could make a difference to any financial advisers who either lacked a methodology or had gaps in their process when offering risk advice to their clients.

I look forward to helping YOU make business a natural consequence of your process.

Chris Unwin
Founder & CEO

Insurance training and Corporate trainer - Chris Unwin

Here's what advisers and leading lights of the industry are saying about Chris Unwin:


“ I’m thrilled every time I get to catch up with Chris and see what his latest techniques are to improve the dialogue we have with our clients. It’s a turn-key system for building a client base from scratch very quickly and profitably! Get the scripts, practice them, use the right terminology and language for great impact, and obtain breakthroughs with your clients. I have now been to Chris’ full day Risk Workshop 5 times, and I have got more out of it each time!”
Todd Webster,
CFP – Secure Gateway Financial Services

“Chris has been a real inspiration to me through proving that getting the right risk protection outcomes for my clients can be easy. His no-nonsense process has changed the way I do business and has significantly increased the sums assured my clients are buying. My clients no longer need insurance but want it because of the questions I now ask. Chris is personable and engaging as a trainer and has always been generous with his processes and client facing material, for which I am indebted to him.”
Sean Atkins,
CFP, Clarity Financial Planning Pty Ltd

“ I have participated in Chris’ workshops a number of times and I never fail to learn something new. Chris is a passionate presenter and provides you with practical tools and tips that you can apply in your business. My skills and knowledge have improved as a result of attending the workshops and this has been great for my clients, staff and business.”
Anne Graham,
CFP ® CPA – Money Management Financial Planner of the Year 2009

“ I have been involved in the Life Insurance business since 1983 and, as you would imagine, I have attended various workshops and seminars on a regular basis, but it has been a long time since I have benefited from so much knowledge, ideas and enthusiasm compressed into a one day workshop. The concepts and ideas that you shared are equally relevant in simple “Mum and Dad” situations as well as the most complex cases in Business Insurance that we encounter in our profession. I recommend that any adviser, whether established or new to our industry, attend any future workshops that you run. In addition, I believe that all Life Offices should assist you in “spreading the message” for the benefit of all.”
Alex Braun,
Qualifying Life Member Million Dollar Round Table – Halstead Financial Services Pty Ltd

“Chris, thanks for your workshop. You gave me a different perspective to use when meeting with clients, understanding their insurance needs and preparing their advice. It’s now easier for me to articulate and demonstrate the need for cover to my clients and for them to appreciate appropriate levels of cover to protect their income, families and lifestyles. I enjoyed your presentation style and found you informative and engaging throughout the day and highly recommend anyone wishing to increase their knowledge and productivity in the insurance profession to spend some time with you.”
Esther Althaus,
FChFP, Financial Adviser Perspective Financial Services & AFA Rising Star Award Winner 2005

“Chris Unwin has been involved in our Risk Specialist Network as both a consultant helping improve our insurance advice process and as a speaker at a number of our events. Chris is a great presenter who has a valuable client conversation to share. I would endorse Chris as a sales trainer for any adviser who is starting in insurance advice or indeed experienced advisers who are seeking to improve their questioning skills.”
Fiona Navarro,
National Manager Protection Advice MLC Risk Specialist Network & The Risk Store Life Risk Champion of the Year Award Winner 2010

"I can honestly say there have been a number of pivotal points in my financial planning business to date and attending Chris Unwin's training was one of those. When I met Chris I was fairly new to Risk advice and the process he explained made articulating the value of insurance and determining the correct levels of cover so simple. After implementing his process my average insurance sales nearly tripled. I once again saw the power of his training when I employed a more experienced risk adviser. He started using Chris' system via my instruction and started quite strongly, but after attending Chris' full day Risk Workshop, his average sale also increased dramatically.

Since then I have recommended Chris to any risk advisers I meet."

Mark Rattigan

2011 AFA Rising Star of the Year & Principal of Merideon Wealth Strategies, WA.