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 the m Super tax’s impact on your Super SA fund
13 June 2025 | Minutes to read: 3

Navigating the $3m Super tax’s impact on your Super SA fund

Super SA Triple S scheme members must carefully review the proposed Division 296 changes to superannuation taxation...
Safeguarding your business with debt protection insurance
27 March 2025 | Minutes to read: 2

Safeguarding your business with debt protection insurance

For many businesses, taking on debt is a strategic and often necessary step towards achieving growth, funding...
Protecting your business with key person insurance
4 March 2025 | Minutes to read: 3

Protecting your business with key person insurance

In any business, there are individuals whose contributions are pivotal to its success. These ‘key persons’ are...

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