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
Life Insurance and Income Protection
Financial Advice
Additional & Special Needs Protection
Mortgage and Debt Consolidation
Investment Property & Negative Gearing
Modern Estate Planning
Medical Professionals Health & Income Protection
Insurance Claims Management
Key Person, Shareholder & Capital Protection
Super and Investing
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Three high-stakes risks of being a Sole Trader
Three high-stakes risks of being a Sole Trader
Most people going into business for themselves cite a desire to provide more opportunities for their family and greater personal freedom.
But working for yourself involves more personal decisions, greater risks and depending upon your business structure, greater personal liability.
And if you're making this decision based simply on cost alone, this is the question you need to answer, ‘What could possibly go wrong?’
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The beginner's guide to thinking about setting financial goals
Thinking about setting some financial goals this year?
Sounds simple enough right? But simple doesn't always mean easy
When it comes to managing our personal debts and credit cards, savings and investing, many people are quick to look for a sequence of simple steps to follow (or a three minute blog to read) to achieve what can usually be a complex outcome.
If a fast solution isn’t found, ‘it's obviously the wrong option’ so we quickly browse on elsewhere looking for that dopamine hit of ‘New’ and never really get to where we need to go.
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