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

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Investment Property & Negative Gearing

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Modern Estate Planning

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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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Teaching your kids to save is child's play

Teaching your kids to save is child's play

Teaching your kids to save is child's play

As parents we're constantly looking for ways to teach our kids. Whether thats through sharing our own culture, our beliefs and our understanding of how the world works or unconsciously by what we do, it seems that nothing teaches an impressionable mind, like watching.

But simply talking about savings money, can feel like a drag.

It's so important to remember that what and how we teach our children about money when they are young, will impact on their financial future. It's our responsibility to raise money smart kids.

Read more
The beginner's guide to actually setting financial goals

The beginner's guide to actually setting financial goals

So how do you actually start setting financial goals?

By now you’ve had a chance to read the ‘thinking’ part of making financial goals and decisions, it's time to start the ‘doing’.

It's no secret the COVID19 pandemic has hurt many Australians and has either derailed many of us from our financial goals or has forced us to re-prioritise our current situation.

With historically unusually low interest rates, many Australians are now prioritising their debt and looking for strategies to consolidate and pay down credit card debt much faster than they previously had planned.

This is a great step, but how do we make sure it's just not just another stand-alone opportunity to take and miss the chance to pause and refocus our thinking about what we all actually want to be doing?

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