Our greatest freedom is
the freedom to choose our attitude,
to choose one’s own way


Victor Frankl - Man's Search for Meaning

We provide financial and risk insurance advice for small business owners, partnerships, professionals and their families


Everything we do is to help you Protect or Provide for those you love or are responsible for.

We're driven by a core philosophy about how we see the world
and how we can help you become more Life Confident.


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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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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Second Financial Opinion Service

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Breaking a lease on a rental property because of Domestic Violence

Breaking a lease on a rental property because of Domestic Violence

In 2019 new NSW Tenancy Laws supporting victims of domestic violence living in a rented property came into effect.

If you live in rented accommodation and have been affected by domestic and family violence, you need to know there are new Tenancy Laws to help protect the victims of domestic violence.

  • These new laws have implications for property managers, property renters and investment property owners alike.
Read more
Tips for when you’re looking to buy strata residential property

Tips for when you’re looking to buy strata residential property

If you're looking to buy into a residential strata property, there are many new things to consider and learn.

Case Study

Terry was looking to buy a 2 bedroom home in Sydney and came to us to arrange the investment mortgage. As the property was 17 years old there had been some renovations completed inside the unit and some repairs were still being made to the common property.

As the property was selling at auction there were a number of things to consider, particularly because Terry was buying into an existing strata plan.

Here are some of the things we discussed.

Read more

Our Connections

We're connected to every Life Insurance company in Australia

That means we 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