MBS Insurance (MBS) partner Kris Mason has announced adviser partners Jade Burford and Shane Reay have joined the group and will head the leading risk advisory group’s newly established operation in Perth.
The new venture is a JV between MBS and Jade Burford and Shane Reay – and will be branded and marketed as MBS Insurance WA.
“This is a very exciting and significant development for our group and aspirations to have a national presence”, said 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”.
Both WA locals Jade and Shane have extensive business and financial service backgrounds and careers specialising in the insurance advisory area.
Having met whilst studying together at Cambridge Jade and Kris have leveraged the connection to ultimately bring their businesses together.
“We are both deeply passionate about risk insurance and the immense benefit it provides business owners, HNW families and career focused professionals. An imperative of any wealth creation, lifestyle protection, retirement, estate planning and commercial aspiration is a risk insurance foundation”, said Jade and Shane.
“Above all we are steadfastly dedicated to providing the highest standards of specialist risk insurance advice and service to our clients”.
“This focus on our clients will continue to underpin our hard work and endeavours in building the MBS Insurance WA brand and presence in the West Australian marketplace”.
MBS is a founding member of the Bombora Advice national dealer group. The appointment of Jade and Shane, together with the opening of MBS Insurance WA coincides with the seven-year anniversary of the licensee’s establishment in August 2013 by Wayne Handley.
In welcoming Jade and Shane to the Bombora practitioner network, Wayne Handley said they exemplified the new generation of risk insurance advisers and will encourage graduates to consider an advice career.
Kris Mason said the need for a presence in Perth had been an objective for MBS as the group’s national footprint had grown significantly as the result of new business, growth and JV/alliance opportunities.
“Although in growth mode, our aim is to manage growth carefully in order to maintain the boutique personalised approach to client service and engagement”, affirmed Kris Mason.
Jade and Shane concluded, “We are very excited about the future, and the opportunities MBS Insurance WA will provide for our clients and the group”.