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
Friends, Flatmates or Defactos and how to tell them apart
Friends, flatmates or de facto partners - and how to tell them apart
When it comes to romance and relationships, the emotional decision about who you think is your partner, may be very different to the legal decision about who is legally considered your de facto partner.
The questions about who may be a boyfriend or girlfriend and who is a de facto become important distinctions when it comes to super payouts, life insurance payouts and family law claims on your finances, investments and property interests.
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Coronavirus, Life Insurance, Income Protection and You
Getting better at managing our personal and business risks in our connected world
The current Coronavirus epidemic is going to affect Australian families and businesses - but perhaps not for the reason you suspect.
Australians are not new to facing risks to manage. Communities who live in areas of risk have bushfire plans, flood plans and even snow closure emergency plans.
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