We provide financial and risk insurance advice for small business owners and their families, partnerships and professionals.
We're the experts in helping you Protect, Plan & Provide for those you love.
We're driven by a core philosophy about how we see the world
and how you can become more Financially Life Confident.
"Our greatest freedom is
the freedom to choose our attitude,
to choose one’s own way"
Victor Frankl - Man's Search for Meaning
We can help you with Strategy, Advice and Access to:
Small Business Risk Protection
Life Insurance and Income Protection
Financial Advice
Additional & Special Needs Protection
Mortgage and Debt Consolidation
Investment Property & Negative Gearing
Modern Estate Planning
Medical Professionals Health & Income Protection
Insurance Claims Management
Key Person, Shareholder & Capital Protection
Super and Investing
Get A Second Financial Opinion Service
The beginner's guide to thinking about setting financial goals
Thinking about setting some financial goals? Sounds simple; but simple doesn't always mean easy
When it comes to managing our personal debts and credit cards, savings and investing, many people are quick to look for a sequence of simple steps to follow (or a three minute blog to read) to achieve what can usually be a complex outcome.
If a fast solution isn’t found, ‘it's obviously the wrong option’ so we quickly browse on elsewhere looking for that dopamine hit of ‘New’ and never really get to where we need to go.
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Can your family get your money back from your business if it's Director or Owner dies?
What happens when business owners use their own money in the business?
Most small to medium business owners will tell you they went into business so they could provide for their family, in greater flexibility and free time, increased resources and a legacy.
Like most long term plans, building a self sustaining business takes time; time to mature, time to stabilise in the market and time to return the capital invested.
To achieve this, the majority of business owners use debt and overdraft facilities as an ongoing business tool.
And these types of tools can quickly work against you and your family if you're unprepared.
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