Our Story
HFM Independent Brokers was founded in 2015. Since then, our mission has been to offer truly independent and unbiased financial products. We back this with expert financial advice for both private and corporate clients.
Today, we are a trusted and well-known Independent Brokerage. We help private and corporate clients create a complete Financial Portfolio Road Map. This has earned us a reputation for expert and all-around care. By guiding, educating, and supporting clients as they build their financial portfolios, we earn their trust and build lasting relationships.
We are a multi-dimensional company focused entirely on meeting our clients’ needs. We help them adjust their portfolios as their needs change over time. Our vision is to offer more than financial services. We want to be a lifelong business partner by expanding our services to include legal, tax, marketing, and other solutions.
Services
Building an insurance, healthcare, or investment portfolio for private and corporate clients starts with a Needs Analysis. This analysis is the first step in the application process. It helps the financial service provider make decisions about underwriting. When the quote is based on accurate information from the Needs Analysis, the client can trust that any future claims will be valid and honoured.
Policy maintenance is how we build strong relationships with our private and corporate clients. We provide peace of mind by supporting clients at every step of their journey to build a private or corporate portfolio. Even small, simple changes can have a big impact. We are here to offer the right guidance, education, and advice throughout this process.
Claiming on a policy should be easy and hassle-free. Our team focuses on quick turnaround times, regular communication, and going beyond the client’s expectations.