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3Point Financial Services

Address 117 Poath Rd, Murrumbeena VIC, Australia
Phone +61 423 259 470
Hours
Monday10:00-18:00
Tuesday10:00-18:00
Wednesday10:00-18:00
Thursday10:00-18:00
Friday10:00-18:00
Website 3pointinsurance.com.au
Categories Insurance Broker, Income Protection Insurance, Life Insurance Agency
Rating 5 21 review
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3Point Financial Services reviews

21
Sort by: date highest rated lowest rated most helpful
Prashant
17 November 2023 21:10

When it comes to a decision making in regards to your life Insurance, you surely need an expertise & professional advice.
Sumeet from 3 Point insurance been an amazing person in choosing a right life insurance policy for us.
So if you are seeking a life insurance advice & getting one done, feel free to contact Sumeet as we strongly recommend him. Thanks again for helping us choosing the right path. Cheers

David
03 November 2023 17:00

Sumeet did an excellent job helping us get the best cover and price for our life, TPD and income protection policies. Using 3Point saved us thousands, wish I had used them earlier. I highly recommend.

Jayant
02 November 2023 17:35

Sumeet is the man for insurance requirements. Extremely knowledgeable person, will come back to you in time for any information asked for.
I would recommend him!

Keval
12 October 2023 9:12

Sumeet and his team at 3 point financial are a pleasure to deal with.

They sorted out my insurance extremely quickly and efficiently. Sumeet is extremely knowledgeable, trustworthy and reliable and always keeps my best interest in mind.

Highly Recommended

Satparkash
06 October 2023 17:18

I appreciate the information and advice you have shared. Your advice has been most helpful — thank you Sumeet!

Jack
06 October 2023 6:44

Sumeet has been great with assisting me setup a new life/work insurance cover.
He is very helpful, patient and clearly explains things to me when I am unsure.
Sumeet has been my life/work insurance cover advisor now for 8 years.
I highly recommend his services.

Jermaine
17 September 2023 18:33

Sumeet from 3Point Financial services was recommended from my broker and I am very happy with the outcome of changing my private health insurance. Sumeet help to cater to my needs for an Insure and we achieved a great value for money insure.

Rohit
17 September 2023 3:50

My Wife and I can highly recommend Sumeet for all insurance needs. He has always given very sound advice based on our situation and is always approachable at all times.

We recently had to put in a claim for TPD insurance and he made the whole process very easy and free flowing. Obviously we had a lot of questions and concerns but Sumeet has been very patient with us and a thorough professional. He allayed all our concerns with utmost care and answered all questions no matter how many times we asked them!

There were times when we questioned the whole process but Sumeet reassured us that we were on the right track and we would get the desired results and we eventually did!

Very happy to keep this professional relationship going well into our future to secure our family's interests.

Thanks again Sumeet and his team for all the hard work they put into our case and I'm sure for all other cases too.

Regards,
Rohit

jack
13 September 2023 17:53

I have been using 3 point for close to 5 years now and I have changed insurances multiple times to suit my family circumstances etc and Sumeet makes the process super easy with great advice with excellent communication through each process.

Simon
13 September 2023 3:44

Can highly recommend Sumeet from 3 Point Financial Services. He has gone above and beyond for us over the years.

Kiara
07 September 2023 21:16

Sumeet is our go to person for all insurance purposes and has been for years now. He is so efficient, excellent at communicating and happy to help in any way.

Saurabh
28 August 2023 23:59

I worked with Sumeet for insurance requirements. He guided us from the start to end of the whole process. In the end, we could not have felt happier. He was able to answer all of our concerns, kept us updated on the process frequently, was realistic in his estimates and prompt in his responses. Sumeet was the most professional to work with. Highly recommend.

Reetika
28 August 2023 12:30

It has been an absolutely delight working with you Sumeet on my financial planning. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. I really appreciate the way you took time explaining each and every aspect to me in detail. And your ongoing commitment to providing the best service has been exceptional. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.

Viren
22 August 2023 10:30

Highly recommend 3Point Fin Services for any insurance or financial planning. Sumeet helped us find right policies as well as he supported us in processing a claim when we were going through most difficult times. Claim process was smooth and it was paid on time. Thanks

Alan
05 July 2023 9:24

My wife and I was extremely impressed by Sumeet professionalism and more importantly he listened. He asked all the right questions to fully understand our needs and was able to provide us the products that most suited to our circumstances. He is prompt in responding either by phone or email at anytime of the day. We would highly recommend Sumeet to any prospective client.

Antonioarena_1985
29 June 2023 6:06

Re ; Forever grateful for his services, advice, guidance and insisting in a professional way that I needed a certain amount of cover

I have known Sumeet (3Point Financial Services) for over 8 years

From the get-go, he suggested what type of insurance cover I needed, at the time I was thinking it wasn’t needed due to my own pride thinking “Men are immortal” and never get sick or die.

However I took on his suggestion of what I needed, not realising if I didn’t it would be one of the worst decisions of my life

Not realising I needed income protection, cancer cover and Tpd later on in my life being now

If I didn’t listen to Summit, I would have lost my house due to not being able to work due to sickness mentally with trauma along with physical health issues dealing with cancer.

The whole process of submitting the claims was so easy with Sumeet, allowing Sumeet to do what he knows best with his professionalism

He is a man of his word from the get-go, and I thank him today for listening to him 8 years later to take the cover I needed as no one knows what’s around the corner

Summet answers calls, replies to texts and emails, remains kind and respectful, understanding to his clients and when he explains things he always goes beyond with his customers

He has been checking up on me randomly for no gain from his own side just to make sure his client beimg me is ok, which is a really nice gesture which I am grateful and appreciated to

It’s been a difficult journey I have gone through but Sumeet himself has helped me to take a lot of the burdens needed for each step to run smoothly

I highly recommend Summet and ask anyone who is looking for an insurance broker to take on board the advice from Summet and not to look elsewhere,

Because when a person is sick you’re not able to do things yourself, it’s important to have the right person with the right motive (character from care and compassion to work with you and not against you which Sumeet has these values consistently

As I said earlier if I didn’t listen I would have lost my house

Antonio

Matt
28 June 2023 0:42

I highly recommend Sumeet from 3Point Financial Services. Firstly Sumeet helped me organize the right policies to suit my needs and recently helped me with my income protection and TPD claim. This was a stressful time and Sumeet made sure the process was effortlessly completed and that I received my full entitlement. I am very thankful that Sumeet made sure I had the correct policies in place and his ongoing support is greatly appreciated.

Kylie
27 May 2023 5:16

We can highly recommend Sumeet from 3Point Financial Services. Sumeet provides a high quality level of customer service, you can ring him at any time and nothing is too much trouble. He has provided us with outstanding advice for life insurance, income protection insurance and self managed super funds. Throughout this process we were able to discuss how we can capitalise on ensuring we set up a viable future for our family. We can't thank Sumeet enough!

Sunil
26 May 2023 20:40

Sumeet is synnonym for insurance when it comes to right advise, support during claim and services. Well! I had bought insurance from him a decade ago and he was regularly in touch. Recently I had to process a claim in my tough time and his help was above and beyond I can think of. I will highly recomment Sumeet who is always a call away.

Georgia
23 May 2023 4:42

Highly Recommend Sumeet! He gave us options and thoroughly explained each item for both my partner & I so we knew what we were covered for. Worked within a very timely manner. We couldn’t be happier with his work & service.

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