We provide financial and risk insurance advice for small business owners and their families, partnerships and professionals.


We're the experts in helping you Protect, Plan & Provide for those you love.

We're driven by a core philosophy about how we see the world
and how you can become more Financially Life Confident.


"Our greatest freedom is
the freedom to choose our attitude,
to choose one’s own way"


Victor Frankl - Man's Search for Meaning

We can help you with Strategy, Advice and Access to:

Small Business Risk Protection

Small business risk insurance advice

Life Insurance and Income Protection

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Financial Advice

Small business risk insurance advice

Additional & Special Needs Protection

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Mortgage and Debt Consolidation

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Investment Property & Negative Gearing

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Modern Estate Planning

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Medical Professionals Health & Income Protection

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Insurance Claims Management

Expert assistance assisting clients through the claims process

Key Person, Shareholder & Capital Protection

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Super and Investing

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Get A Second Financial Opinion Service

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Browse Our Blog of 140+ articles

(Go on, you know you want to...)

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Three facts of modern life, Death, Taxes & Increasing Petrol Prices

Three facts of modern life, Death, Taxes & Increasing Petrol Prices

What does life look like when petrol hits $3 per litre?

The latest financial stressor for families and businesses as we face down the new normal this year is runaway petrol and fuel prices.

But this recent price rise at the petrol bowser might have a very different long term effect for us all.

Read more
Learning new skills to survive another different kind of year

Learning new skills to survive another different kind of year

Learning skills to survive another different kind of year

Has Flooding & Extreme weather affected you or your family?

If the last two years have taught us anything, it’s that anything can happen, it usually does - and we all do better knowing we have a backup plan in place.

Read more

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Our Connections

We're connected to every Life Insurance company in Australia

That means we really can give you the best available option

Why this should matter to you

  • AMP
  • AIA
  • BT
  • TAL
  • CommInsure
  • MLC
  • Zurich
  • One Path
  • Macquarie
  • Asteron
  • Clear View
  • NEOS