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


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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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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Second Financial Opinion Service

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The question every blended family wants answered

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?

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.
Read more

Our Connections

We're connected to every Life Insurance company in Australia

That means we can give you the best available option

Why this should matter to you

  • AMP
  • AIA
  • BT
  • TAL
  • comminsure
  • MLC
  • zurich
  • one path
  • macquarie
  • asteron
  • one path