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