Corporate Advisory and Accounting for Insurance Brokers
Growth Partner for Independent Brokers and InsureTech Innovators
Maggie Insurance Group supports specialised independent insurance brokers, and InsurTech platforms, operating in niche markets and geographies. Services include AR licensing, access to leading insurers and underwriters, compliance oversight, account reconciliation, technology infrastructure, and rewards programmes.
If you’re stepping away from captive or corporate structures, Maggie provides a truly independent, end-to-end growth platform without equity grabs or forced branding.
Fast-Track Your Brokerage to Market
Maggie’s tech-enabled onboarding platform gets you writing policies within 7 days by streamlining compliance checks, qualification verification, and AR registration.
We also provide end-to-end compliance support to keep your brokerage audit-ready and aligned with ASIC obligations, enabling you to focus on growing your business with confidence.
AR Registration
FSG/SoA Reviews
CPD Tracking
Complaints Handling
Trust Account Compliance
PI Insurance Management
Structuring Your Brokerage for Maximum Value
The decisions you make today around structure, ownership, and operations will determine your brokerage’s exit multiple and net proceeds.
Maggie Group combines 25+ years of experience across investment finance, corporate advisory, and tax to ensure your brokerage is structured and operates in a way that maximises shareholder value.
We design thoughtful, tax-effective frameworks built for long-term value, ensuring your ownership structure, trust arrangements, and operational processes align with what sophisticated buyers actually look for during due diligence.
Whether you’re launching a new brokerage, restructuring an existing business, or planning a transition in the next 3-5 years, Maggie provides the strategic guidance to position your business for competitive buyer interest.
Corporate Structuring
Management Reporting & KPI Dashboards
Exit and Tax Planning
M&A Advisory and Due Diligence
Your Gateway to Australia’s Leading Carriers
Maggie connects you to the leading network of insurers and specialist underwriting agencies, giving you the ability to quote, bind, and service policies within seven days, without needing to meet volume thresholds or sacrifice your independence.
Our AR network members gain access to major carriers such as QBE, Allianz, Hollard, Berkley, Zurich, CGU, and Vero, along with innovative specialist agencies serving niche geographies and markets.
Bookkeeping/Payroll
Trust Reconciliation
BAS/IAS Lodgments
Annual Financial
Statements & Tax Returns
Accounting & Financial Reporting
Stop relying on expensive generalist advisers. Maggie’s tech-enabled service is designed specifically for insurance brokers and InsurTech platforms with fast turnaround times, ASIC-compliant reporting, and transparent pricing.
We service customers Australia-wide, seamlessly embedding ourselves in your brokerage’s workflows while providing in-person quarterly reviews.
Migrate from your existing advisers via our frictionless, 4-step automated onboarding process to gain access to our specialised team of qualified bookkeepers and Chartered Accountants.
Bookkeeping/Payroll
Trust Reconciliation
BAS/IAS Lodgments
Annual Financial
Statements & Tax Returns
Book a call now before kicking off our automated 4 step onboarding process.
1.
1.
Log into client portal & sign engagement letter
2.
2.
Complete interactive onboarding questionnaire
3.
3.
Review and send Ethical letter to previous advisors
4.
4.
Verify ID and Tax Agent linking
Done
Your All-in-One Brokerage Platform
Maggie partners with leading industry vendors to deliver a turnkey broker operating system tailored for independent insurance professionals, while remaining technology-agnostic for established brokerages.
Our platform combines policy and client management, trust account alignment, compliance tracking, CRM, and Sales & Marketing automation, giving you everything you need to operate efficiently and stay ASIC-compliant from day one.
AR Network Rewards Programme
We believe providing increased profits, revenue sharing, and low fees to our network members is table stakes.
Because of this, Maggie is proud to offer an Australian-first rewards programme for members who comply with ASIC requirements, maintain customer satisfaction, and achieve premium volume benchmarks.
Calculate your estimated annualised reward options, redeemable on a quarterly basis, via our partners below.
Annual Written Premiums
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Annualised Estimated Rewards Value
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Tanks
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Weekly grocery runs
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In flights, hotels and car rentals
- 0403 801 487
- hugh@maggiegroup.com
- 121 Castlereagh St
- Sydney, NSW 2000