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

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Life Insurance and Income 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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Adaptability: the underrated skill for living a bigger financial life

Adaptability: the underrated skill for living a bigger financial life

Adaptability: the underrated skill for living a bigger financial life

Reflecting on surviving COVID-19 so far

It's August 2021 in Australia and we’re in the middle of learning to live in a global COVID-19 pandemic.

How are you doing today?

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COVID-19 and Life Insurances FAQs

COVID-19 and Life Insurances FAQs

COVID-19 & Life Insurances FAQs

Here's our most frequently asked questions by clients about Life Insurance policies, COVID-19 and vaccinations

FAQs about Life Insurance policies and COVID-19 in Australia

Australia is now in the middle of the COVID-19 pandemic and learning to live and work with lockdowns and public health orders.

With rolling lockdowns and much general uncertainty ahead, as we race towards the nation's next mass vaccination target, it's only natural people are looking for certainty and asking important questions about 'whether COVID-19 affects their life insurance policies in any way?'

Many of our clients have got in touch with questions about cover and how pending vaccinations might affect their rights to cover or a claim in the future.

Well we have some good news to share.

Here are some of the most frequently asked questions we’ve received about life insurances and COVID-19 and COVID-19 Vaccinations.

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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