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

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!

 

Friends, Flatmates or Defactos and how to tell them apart

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

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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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

UN Sustainable Development Goals Advocate

Mobile Service

Work with us Online: over email, phone or video conference after hours.

Work with us Face to Face: let's meet at your office, your favourite cafe, or your home (or gelato bar).

Work with us any way that works best for you.

Contact

1300 137 403
George St Sydney, NSW 2000

Awards

Proud Winners Businesses of Tomorrow Awards

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Proudly supporting:
The Pinnacle Foundation