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

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Life Insurance and Income Protection

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Mortgage and Debt Consolidation

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Investment Property & Negative Gearing

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Modern Estate Planning

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Medical Professionals Health & Income Protection

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Insurance Claims Management

Expert assistance assisting clients through the claims process

Key Person, Shareholder & Capital Protection

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Super and Investing

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Get A Second Financial Opinion Service

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How to leave an inheritance to your Grandchildren, but not your adult children

How to leave an inheritance to your Grandchildren, but not your adult children

How to leave an inheritance to your Grandchildren, but not your adult children?

The reasons why you may wish to leave an inheritance directly to a grandchild and not your adult children are as wide and varied as the motivation to do so.

Just leaving money via your Will for a grandchild to be held in trust until they reach 21 is fraught with risks; from of a challenge to your Will through to concerns of the effects of addiction, divorce and financial mismanagement.

So to help you better understand your options, here are three key phrases you need to understand.

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Are you remarried with adult children from a past relationship?

Are you remarried with adult children from a past relationship?

Are you part of the 30% of Australians who have remarried and now have adult children from a past relationship?

It's a common fact of modern life, people live longer and have more relationships.  It's not uncommon for many parents today to be part of a blended family and to each have older (and often soon to be adult) children from a former relationship.

And when it comes to making a Will, how can you be sure you're kids are not cut out of their inheritance by your new partner? Here's a strategy that might be what you're looking for.

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Our Connections

We're connected to every Life Insurance company in Australia

That means we really can give you the best available option

Why this should matter to you

  • AMP
  • AIA
  • BT
  • TAL
  • CommInsure
  • MLC
  • Zurich
  • One Path
  • Macquarie
  • Asteron
  • Clear View
  • NEOS

About Us

Wherever you are on your financial journey, whether it’s your business, your family or just you; it’s about good information, good connections and good financial advice — and the ability to recognise the difference.
#KeepGoodGrowing

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George St Sydney, NSW 2000

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