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Tracey Roberts

Phone 07 5677 0802
Mobile Number 0403 844 071

Mrs. Tracey Roberts
Spinnaker GC
By Appointment

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Tracey Roberts

Spinnaker GC


My BusinessFinancial Coach and Planner in the Personal Risk category. Specialist advice for your financial back-up plan including income protection, life insurance, TPD and trauma/critical illness for your family and business. We also handle personal insurance claims and handle pro-bono cases with the Cancer Council.

Ideal ReferralIndividuals or businesses with debts and/or dependants.

Top Productincome protection & personal insurance (life/TPD;/trauma)

Top Problem Solvedincome and capital provided in case of sickness, accident or worse. Assistance with personal insurance claims - makes the process easier. Providing bulk of insurance cover without using cash flow.

My Favorite BNI StoryDamian 's AC helping another BNI chapter's member get a large contract. Love it.

My Ideal Referral PartnerMortgage broker, real estate sales, business broker, Wills & estate planning lawyers, Commercial and family lawyers.