What We Do

Most fundamentally we believe that being able to protect against risk is an integral part of successful financial management.

We specialise in the provision of crafted insurance solutions for our clients, tailored to their specific and unique circumstances, and accommodating available entities (including businesses, family trusts, SMSF’s, retail accumulation super vehicles), designed to maximise cost effectiveness.

As a personal insurances broker, we are able to access the products and policies of all Australian based life insurance companies.

Using our knowledge, technical expertise and experience, we aim to simplify the complex process of selecting and implementing insurance arrangements. Further, by fostering and maintaining strong relationships with key staff of Insurance Companies (including Underwriters, Claims assessors, Administrators, Business Development Managers and Product Managers) we seek to achieve efficiencies and results to exceed expectations.

Where appropriate, we recommend the following insurance products:

  • Income Protection
  • Life Insurance
  • Trauma Insurance (also known as Critical Illness Insurance)
  • Total & Permanent Disability Insurance
  • Child Cover
  • Active Insurance
  • Key-Person Insurance
  • Shareholder Protection arrangements (via Buy-Sell agreements)
  • Debt Protection
  • Business Expenses Cover
  • Group Insurances