Australia

We safeguard your legacy while you’re busy building it.

Our experienced wealth advisors consider your unique financial situation, wealth aspirations and any business interest you may have, to recommend the most suitable personal and business insurance solutions for your needs. Beyond ensuring your assets, income and financial wellbeing are actively protected, we assist with claims and provide regular reviews of your risk management framework to establish it remains effective and relevant as your circumstances evolve.

By implementing the right insurance strategies, you can confidently secure your future, and that of your loved ones, against potential risks.

Products we advise on

Personal solutions

We review the market to ensure you’re not only covered by the products most aligned to your needs, but to ensure costs are minimised and payout benefits enhanced. We guide you on the most tax-effective ownership strategy for insurances, including ownership through your superannuation fund.

  • Life insurance
  • Total and Permanent Disability
  • Trauma Insurance
  • Income Protection
  • Business Expense Cover

Business solutions

Our advisors identify and mitigate risks that could impact your business operations. From key personnel losses to regulatory changes, we provide tailored solutions to manage disruptions effectively.

  • Buy/Sell Agreements (equity transfer)
  • Key Person Risk
  • Group Life / Salary Continuance

Insurance and Risk Management Specialists

Latest insights from our Insurance and Risk Management team

Navigating wealth transfer: strategies and considerations for parents and grandparents
15 August 2024 | Minutes to read: 2

Navigating wealth transfer: strategies and considerations for parents and grandparents

Wealth transfer has become a hot topic at the dinner table for many Australian families. The strong...
Seamless succession: planning for the future of your dental practice
14 August 2024 | Minutes to read: 4

Seamless succession: planning for the future of your dental practice

As a dentist, you have invested significant time and resources into building a practice that provides high-quality...
Super SA expands its lifetime limit cap for SA public sector employees
24 July 2024 | Minutes to read: 2

Super SA expands its lifetime limit cap for SA public sector employees

Super SA has announced a new lifetime limit cap of $1,780,000 for its Triple S account holders,...

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