Our greatest freedom is
the freedom to choose our attitude, to choose one’s own way


Victor Frankl - Man's Search for Meaning

We provide financial and insurance advice, education and consulting,
for small business owners, partnerships and their families


Everything we do is to help you Protect or Provide for those you love or are responsible for.
We're driven by a core philosophy about how we see the world around us and how we can help you become better at living life and we call it #KeepGoodGrowing


Small Business Risk Protection


Small business risk insurance advice

Life Insurance and Income Protection

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Financial Advice

Small business risk insurance advice

Additional & Special Needs Protection

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Mortgage and Debt Consolidation


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Investment Property & Negative Gearing

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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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Second Financial Opinion Service

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Not sure what you need?

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Think before you refinance the mortgage

Think before you refinance the mortgage

Refinancing isn’t for everyone or every financial situation.

Refinancing a mortgage can put you in a better interest rate, but still increase your debt. Before you jump on the refinance-the-mortgage ride, here's six occasions when it might not be right for you

Read more
Moneyisms

Moneyisms

Both successful people and unsuccessful people have very different patterns of thinking about money.

Not surprising I hear you say, but where do these money attitudes come from? Is it about finding new ideas or more about losing the old ones?

Read more

Our Connections

We're connected to every Life Insurance company in Australia

That means we can give you the best available option

Why this should matter to you

  • AMP
  • AIA
  • BT
  • TAL
  • comminsure
  • MLC
  • zurich
  • one path
  • macquarie
  • asteron
  • one path