Smart PI Protection for Agents & Accountants
As an agent or accountant, even small mistakes can lead to disputes. Finguard’s Smart PI Protection offers tailored Professional Indemnity cover to safeguard your reputation, income, and peace of mind.
What Is Smart PI Protection?
Smart PI is a specialised Professional Indemnity solution created for people who provide advice, guidance, or financial services. It protects you if a client claims your work caused them a financial loss, even if you believe you did everything correctly.
Think of it as your safety net in an industry built on trust and accuracy.
What It Covers
Your Smart PI Protection can include:
Claims of professional negligence
Protection if a client alleges an error, omission, or oversight.
Incorrect or misleading advice
Covers the financial consequences of unintentional mistakes.
Breach of duty
If your professional responsibilities are questioned.
Defence costs
Legal fees, court costs, and investigation expenses, even if the claim isn’t valid.
Privacy breaches & data errors
Essential protection in a digital-heavy industry.
Employee-related mistakes
Because you shouldn’t pay for someone else’s slip-up.
Who It’s For
Smart PI Protection is ideal for:
- Tax agents
- Registered BAS agents
- Accountants & bookkeepers
- Finance & mortgage brokers
- Consultants and business advisors
- Small and mid-sized accounting firms
If you offer advice or handle client financial matters, PI cover isn’t just smart, in many cases, it’s mandatory.
Why Choose Finguard Finance & Insurance?
- We understand the risks that agents and accountants face every day.
- We help you choose cover that actually fits, not a one-size-fits-all policy.
- We keep the process simple, clear, and stress-free.
- We work with reputable insurers to secure strong, reliable protection.
- We’re here when you need us, especially during claims.