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 risk insurance advice for small business owners, partnerships, professionals 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
and how we can help you become more Life Confident.


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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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

Go on, you know you want to...

Go There!


Help! My ageing parents have no retirement savings

Help! My ageing parents have no retirement savings

Are you feeling sandwiched between looking after your adult children and elderly parents?

Maybe you find yourself facing financial demands from both your own young family and older family? You're not alone.

Welcome to the life of the Sandwiched Generation.

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Confessions of a 13 year old loan shark

Confessions of a 13 year old loan shark

Confessions of a 13 year old iced-doughnut-fuelled loan shark.

People ask me when was the first time I thought about money matters in a more structured and deliberate way?

I must confess it was a childhood experience that led me astray and taught me the 7 early financial lessons of the schoolyard.

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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
  • Clear View
  • NEOS