Cathy Lizza: Financial Planner and insurance claims specialist

Cathy Lizza is an experienced insurance claims specialist, having worked in financial services specialising in insurance advice for over three decades.  Cathy has a passion for helping individuals protect their hard earned retirement savings through the use of safety nets such as emergency funds, personal insurance cover and simple spending frameworks.

As a financial planner specialising in risk advice and personal insurance claims in particular, Cathy is a specialist in successfully fighting for the proceeds from personal insurance claims on your behalf where you believe you have a valid claim.  

Qualifications – Cathy Lizza

Cathy brings a wealth of knowledge and expertise to her role as a risk advisor. Holding a Financial Planning Diploma from a Deakin university, Cathy has honed her skills in wealth protection strategies and insurance claims through hands-on experience and continuous education.

Experience – Cathy Lizza

Cathy has a proven track record of helping clients achieve their wealth protection goals. She is dedicated to staying abreast of the latest industry trends and regulatory changes, ensuring that her clients receive the most up-to-date and relevant advice to support their long-term financial success.  Her relentless pursuit of insurance claims on behalf of clients has earned her the accolades of “life changing” and “claims expert” from her many happy clients over the last few years.

Why Choose Cathy Lizza?

  • Personalized Approach: Cathy takes the time to understand your unique health and financial situation, designing a risk protection or insurance claims process to match.
  • Transparent Communication: With Cathy Lizza, you can expect clear and transparent communication every step of the way. Cathy will demystify complex insurance jargon and processes, keeping you up to date with the progress of your insurance application or claim.
  • Ongoing Support: By definition, you are eligible to claim on your personal insurance when you are unwell, i.e. you are highly likely to have cloudy thinking and no energy.  It is important to have someone in your corner at times like these who not only knows the system but who can advocate loudly and successfully on your behalf.
  • Deferred payment: We have found that periods of ill health are usually also accompanied by stress around finances: a lot of unforeseen medical and other expenses arise now.  Our Insurance Claim process is conducted on a ‘no win, no fee’ basis.  While this means we will opine on your overall prospects at the outset before taking on your case, it also means that you don’t have to worry about incurring yet another cost as you go through the claims process.

Invest in your retirement future today with Cathy Lizza as your trusted risk advisor. Contact Cathy to schedule a consultation and take the first step towards protecting your wealth.

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