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

life insurance icon

Financial Advice

Small business risk insurance advice

Additional & Special Needs Protection

additional needs protection icon

Mortgage and Debt Consolidation

mortgage and debt consolidation icon

Investment Property & Negative Gearing

investing in property icon

Modern Estate Planning

mortgage and debt consolidation icon

Medical Professionals Health & Income Protection

medical professional health and income protection icon

Insurance Claims Management

Expert assistance assisting clients through the claims process

Key Person, Shareholder & Capital Protection

key person and shareholder protection icon

Super and Investing

superannuation and investing icon

Get A Second Financial Opinion Service

superannuation and investing icon

Browse Our Blog of 140+ articles

(Go on, you know you want to...)

Go There!

 

Why does getting a life insurance policy sometimes take longer then expected?

Why does getting a life insurance policy sometimes take longer then expected?

Getting your Life Insurance policy and Income Protection policy can sometimes take longer than people might expect and the main reason why is simple;

Once you have this type of policy, it can’t be taken away from you or cancelled by the insurance company, regardless of any future changes to your health or occupation.

The life insurance Underwriter has to get it right the first time, because they don't get a second chance to fix a problem they may have originally overlooked.

Read more
Smart strategies for your Super this EOFY

Smart strategies for your Super this EOFY

Looking for some smart super ideas?

Whatever your longer term plan is about your Super, have a shorter term plan about understanding it's potential.

With the end of the financial years' June 30th fast approaching, it might be time to start thinking about your super for another year. Here are five smart strategies that could benefit you now, and help boost your super balance for later.

Read more

Want an easy way to upgrade your financial confidence, one month at a time?

Get our Not-a-Newsletter

Get our Not-A-Newsletter
Make your financial life a little easier
Get our Not-a-Newsletter

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