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...)

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The changing face of work and how it will affect us all

The changing face of work and how it will affect us all

The changing face of work and how it will affect us all

Over the last decades, the world of work has changed dramatically. While the traditional career model of a job for life is fading, self-employment and ‘gig’ working is becoming more commonplace.

The hard reality is while the gig emerging economy promises flexibility, our banking and superannuation systems have not kept up with the changes and now only adds to the new stressors our community of casual workers is facing.

Read more
Growing a side business while working a full time job?

Growing a side business while working a full time job?

Have you ever thought about running a small business on the side while working your full-time job?

Perhaps you're already part of the new gig-economy and providing work-on-demand services back to your past employer.

For many people, working a side hustle is becoming more and more important in our growing world of temporary contracts and flexible working hours.

While providing flexibility (and promising better work-life harmony), growing a side business also requires a new business owner to learn new skills and new habits, before success arrives.

Here are some common financial mistakes time-poor new business owners can avoid.

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.
#KeepGoodGrowing

UN Sustainable Development Goals Advocate

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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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Proudly supporting:
The Pinnacle Foundation