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

Small business risk insurance advice

Life Insurance and Income Protection

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Financial Advice

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Additional & Special Needs 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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Browse Our Blog of 140+ articles

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What happens if my mortgage provider goes bankrupt?

What happens if my mortgage provider goes bankrupt?

The Australian mortgage market today has a range of bank and non-bank mortgage providers all competing for your mortgage business.

While this level of competition can result in competitive interest rates, there’s still a misconception about whether a non-bank is as safe as a bank when it comes to your mortgage.

So it makes sense to understand the basics of how a mortgage contract works, how a bank and a non-bank mortgage provider makes money from a mortgage contract and what happens if your mortgage provider goes bankrupt.

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Family Guarantors, money and mortgages and what you need to know

Family Guarantors, money and mortgages and what you need to know

Are you considering asking a family member to become your Guarantor for a mortgage?

Here are some things you need to know and do- first

  • One of the questions about home loans and mortgages we're regularly asked by older clients is, ‘Can a parent go Guarantor to a Mortgage to help one of their adult children?’
  • Their adult children usually ask a variation on the same question,  ‘When can a parent go guarantor to a Mortgage loan?'
  • The real question people want to ask is 'Should you ever become a Guarantor to a Mortgage?'
Read more

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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