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 insurance advice, education and consulting,
for small business owners, partnerships 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 around us and how we can help you become better at living life and we call it #KeepGoodGrowing


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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Not sure what you need?

Relax, start up a conversation and we'll go from there

Here's our Everything We Do list


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Get to know your New Credit Card Laws

Get to know your New Credit Card Laws

Get to know your New Credit Card laws.

New laws about credit card debts will be phased in from January 2019 and will have a long-lasting impact on your ability to refinance a loan, or even just apply for a mortgage.

There's a new problem in your pocket.

Read more
Get to know your New Credit Score

Get to know your New Credit Score

Get to know your New Credit Score.

New Comprehensive Credit Reporting (CCR) has arrived (and it’s collecting a lot of new information about you and your financial behaviour.)

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