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!

 

Special Alert: End of Agreed Value Income Protection

Special Alert: End of Agreed Value Income Protection

Special Information Alert for Sapience Clients

The end of new Agreed Value Income Protection insurance

There are some very important changes coming to Income Protection Insurance that will affect those who don’t yet have appropriate cover in force by the beginning of April 2020.

You need to be aware of these changes as you risk losing a very significant opportunity to protect your greatest asset – your ability to continue to earn your income.

Read more
Creating wealth and prosperity is extra hard work

Creating wealth and prosperity is extra hard work

Creating wealth and prosperity is extra hard work, and here’s why

Welcome to a New Year, and a New Decade 2020

Have you felt the fashionable pull to publicly commit to a New Year Resolution?

Has your social news feed been flooded with images of bottles of Champaign, Wealth and high Fashion photos that only makes you feel isolated, or even bad about yourself?

Welcome to the annual New Year advertising splurge designed to separate you from what's left of your money, before you can really think about it.

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

Mobile Service

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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Proudly supporting:
The Pinnacle Foundation