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
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
Breaking a lease on a rental property because of Domestic Violence
In 2019 new NSW Tenancy Laws supporting victims of domestic violence living in a rented property came into effect.
If you live in rented accommodation and have been affected by domestic and family violence, you need to know there are new Tenancy Laws to help protect the victims of domestic violence.
- These new laws have implications for property managers, property renters and investment property owners alike.
Tips for when you’re looking to buy strata residential property
If you're looking to buy into a residential strata property, there are many new things to consider and learn.
Case Study
Terry was looking to buy a 2 bedroom home in Sydney and came to us to arrange the investment mortgage. As the property was 17 years old there had been some renovations completed inside the unit and some repairs were still being made to the common property.
As the property was selling at auction there were a number of things to consider, particularly because Terry was buying into an existing strata plan.
Here are some of the things we discussed.
Read more
