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
Life Insurance and Income Protection
Financial Advice
Additional & Special Needs Protection
Mortgage and Debt Consolidation
Investment Property & Negative Gearing
Estate Planning
Medical Professionals Health & Income Protection
Insurance Claims Management
Key Person, Shareholder & Capital Protection
Super and Investing
Second Financial Opinion Service
Not sure what you need?
Relax, start up a conversation and we'll go from there
Here's our Everything We Do list
The question every blended family wants answered
Does a child in a blended family lose their inheritance if their parent dies?
A Contractual Will Agreement might provide the answer to this difficult question.
Many blended Australian families wanting greater certainty in their estate planning choose to make a mirror Will with their spouse - effectively leaving everything to each other.
Read more
What's really at stake when you borrow with others?
Get clear on what's at stake when you borrow with others
Understanding 'joint and severally liability loans' and what it means for you.
You might think when you take out a joint mortgage with someone else you’re only responsible for your ‘half’ or share of the loan.
Think again because this is not the case.
- By signing a mortgage contract with someone else, you’re each agreeing to pay off the whole debt if the other can’t – or won’t – pay it.
