Personal Risk advice
We help families protect their assets and income from the uncertainties created by premature death or disablement of the primary income earner or family member. This can be in the form of Life, Disablement, Critical Illness/Trauma and Income Protection insurances. [Learn more]
We help young, middle-aged and pre-retiree clients ensure their superannuation is working as effectively as possible. This may include consolidating super funds into one, ensuring the investment strategy is aligned to clients’ risk profiles and determining if there is a more appropriate fund than the client’s current one. [Learn more]
Business Insurance Advice
We help small- to medium-sized businesses with succession planning in order to protect key directors/employees (Keyman Insurance) and provide a cost-effective funding solution in the event of the unexpected death or disablement of one of the key directors (Buy/Sell Insurance).