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

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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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Modern 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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Get A Second Financial Opinion Service

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Browse Our Blog

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

Go There!

 

Can you still get life insurance with a history of recreational drug use?

Can you still get life insurance with a history of recreational drug use?

Can you still get life insurance with a history of drug use?

There's one thing we can all agree on and that's 'Life is complicated at times'.

Getting on with life today regardless of our decisions yesterday is even more complicated; so it's important to talk about what matters most and know where we stand.

  • In 2019, around 3.4 million Australians reported using an illicit (recreational) drug in the last 12 months.1

So how does having a history of personal drug use affect your ability to get life insurances and create a safety net for yourself and your family?

Here's what you need to know ahead of time, when getting your life insurances sorted and have previously used recreational drugs.

Read more
Can you still get life insurance with mental illness?

Can you still get life insurance with mental illness?

Living with depression or an anxiety disorder shouldn’t stop you from getting your life insurances sorted.

As if living with a mental illness, like anxiety or depression, wasn’t difficult enough - getting your life insurance sorted when you're living with these conditions can seem overwhelming too.

Thankfully good mental health is now becoming part of the regular conversations for many Australians.

Here are tips to help navigate the application process.

  • About 3 million Australians are living with a form of anxiety or depression (Beyond Blue, 2020) and at least 45 per cent of Australians will experience a mental health issue at some point in their lives. (SANE, 2019)
Read more

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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

About Us

Wherever you are on your financial journey, whether it’s your business, your family or just you; it’s about good information, good connections and good financial advice — and the ability to recognise the difference.
#LoveTakesAction

UN Sustainable Development Goals Advocate

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Work with us Online: over email, phone or video conference after hours.

Work with us Face to Face: let's meet at your office, your favourite cafe, or your home (or gelato bar).

Work with us any way that works best for you.

Contact

1300 137 403
George St Sydney, NSW 2000

Awards

Proud Winners Businesses of Tomorrow Awards

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The Pinnacle Foundation