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Lion and Shield Insurance and Financial Services

5.0(23 reviews)See reviews ↓·Toowoomba

About the company

Lion & Shield Insurance and Financial Services is a locally owned and operated insurance brokerage based in Toowoomba and Brisbane. The business has been operating for 19 years and has held its own licence for three years. It services clients throughout Australia, with most clients in South-East Queensland, and also looks after regional and rural Queensland.

The business specialises in assisting individuals, businesses, and families, and has experience working with farmers. It operates under its own Dealer Group, Lion & Shield Financial Planning. The business supports Make-A-Wish® Australia and Mater Private Hospital Brisbane. The team comprises Ben Wilshire (Director), Brooke Fitzgerald (Office Manager), and Victoria McCumstie (Administrator). The business provides a range of personal and business products and services.

What customers say

Based on genuine customer reviews

Lion and Shield Insurance and Financial Services draws repeated praise for the breadth of guidance it offers across insurance, superannuation and investment matters. Ben, named frequently in feedback, is credited with a considered approach to investment strategy and with explaining complex financial matters clearly. Clients note honest, well-researched answers to their questions, supported by deep industry experience, and the same reliability carries into claims handling, where one matter dating from before a portfolio was transferred was successfully pursued. The wider team is acknowledged for willingness to assist with insurance and investment enquiries and for the extra effort applied once claims are under way.

Financial planning outcomes are described warmly, with sound advice linked to significant positive changes, while superannuation strategies attract particular appreciation. Punctual, professional service and tailored rather than generic recommendations emerge as consistent themes, and several long-standing clients describe an ongoing partnership they expect to continue. The depth of support across investments, cover and retirement savings is the quality most often highlighted, alongside the confidence clients place in Ben's judgement over many years of engagement.

Insurance broker

Reviews

Reviews are taken from publicly available sources.

AK
abiodun kaka28 June 2026

Ben has provided us with great financial advice over the years. He’s quite professional.

KG
Kathy Gray19 March 2026

Ben and his team have provided us with great service and advice for our Superannuation and investment needs over many years now. Their service is exemplary. Thank you Team!

CL
Chai Li Lau18 March 2026

Ben provides wonderful services over the years. He explained and go through details of insurance thoroughly and specifically

AT
Alex Tan18 March 2026

Ben has been our financial planner since 2011 and we have been very happy with his services and plans.

KW
Kate Wilshire18 March 2026

Ben is well informed and engaged - he has a strategic approach to investment & is an excellent communicator.

KP
Kerryn Piggott14 February 2025

Ben and his team are on point with their knowledge and are always at the ready to assist with any queries or questions. I would have no hesitation to recommend them for any of your personal insurance requirements.

A
Angie10 April 2023

After experiencing a radical change in personal circumstances, it became apparent that I would need to rethink my finances and how best to go forward. Not knowing anything at all about superannuation, investments etc as it's not my area of expertise and I'm clever enough to know my limitations, I put out a call to my friends for a recommendation for someone reputable who could give me solid advice in a way that wasn't going to suck my will to live... and Ben was recommended to me! And I must say, he has been BRILLIANT. Ben has gone above and beyond to research and understand the particular nuances of my situation, and has, with my full approval, brought my particular case to a broader panel to fully explore the options and implications implicit in my situation. This really impressed me. none of us can hope to know everything about all things, but we should have the wisdom and the insight to understand where our limitations lie and where seeking other perspectives and expertise is the most appropriate course of action. Ben is exceptional. He knows his stuff and takes the time to present all the options, in a way that is accessible to his individual clients. I am grateful to have found him right when I needed someone to tell me what my options where, not dress up the realities and work within the parameters of my goals and values. Thank you Ben and the team at Lion and Shield, I look forward to working working with you into the future.

Insurance brokers in Toowoomba compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 10 businesses in this category in Toowoomba are compared.

RankProviderRatingReviewsOpen Sat.
1Clutterbuck Insurance Brokers - Toowoomba★ 5,0198No
2All Star Insurance Brokers★ 5,089No
3Lion and Shield Insurance and Financial Services (this page)★ 5,023No
4Coverscope Insurance Brokers★ 5,019No
5Trilogy Insurance Solutions★ 5,08No
Contact
+61746322900www.lionandshield.com.au80 Bridge St, East Toowoomba QLD 4350
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–15:00
SaturdayClosed
SundayClosed