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


Victor Frankl - Man's Search for Meaning

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


Everything we do is to help you Protect or Provide for those you love or are responsible for.

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


Small Business Risk Protection

Small business risk insurance advice

Life Insurance and Income Protection

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Financial Advice

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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

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How we think about our money dictates many of our responses to it

How we think about our money dictates many of our responses to it

How we think about our money dictates so many of our responses to it - and most of them are subconscious and invisible.

Now, this is not some pretend self-help article about 'positive thinking with positively no actual doing,' where you're told to sit and think yourself rich.

If that worked, the tax department wouldn't need to get people to pay their taxes; you could just 'think about' it for them instead.

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Master the dark arts of using an Offset Account to reduce your mortgage

Master the dark arts of using an Offset Account to reduce your mortgage

#StuffYouNeedToKnow series

We all have to learn how to use financial tools to our advantage to get ahead in our financial life. 

Learning how to use key financial tools is one of the habits of wealthy people… not learning how to use those same financial tools, are often the habits of people who don’t get ahead.

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Our Connections

We're connected to every Life Insurance company in Australia

That means we 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