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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Breaking Bad Money Habits and What would Mary Poppins do?

Breaking Bad Money Habits and What would Mary Poppins do?

It's no surprise many of our habits come from what we've seen our parents do, while we were growing up - and unless we decide otherwise, we'll probably pass them onto our children too.

Do you need to stop and think about that a little more?

Making good decisions and understanding why we often avoid making them is an essential part of everyone's financial life.

But how do you recognise when an old attitude towards money is no longer working for you and might need to change?

It's actually way harder than you'd think - and there's a good reason why.

Read more
Family Guarantors, money and mortgages and what you need to know

Family Guarantors, money and mortgages and what you need to know

Are you considering asking a family member to become your Guarantor for a mortgage?

Here are some things you need to know and do- first

  • One of the questions about home loans and mortgages we're regularly asked by older clients is, ‘Can a parent go Guarantor to a Mortgage to help one of their adult children?’
  • Their adult children usually ask a variation on the same question,  ‘When can a parent go guarantor to a Mortgage loan?'
  • The real question people want to ask is 'Should you ever become a Guarantor to a Mortgage?'
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