We all strive towards certain goals, which might be landing that big job, buying that dream home and car or looking after our families the best we can. Have you ever considered how you and your family would survive if tragedy struck and one of you was diagnosed with a serious illness, suffered a major injury, died unexpectedly or how the business would continue without key people? We ask questions to understand what is important to you and what you would like to protect so that we can put a plan in place to make sure the right amount of money is paid to the right person, at the right time in certain events.

We can also help with business insurance. We understand that it is an essential part of business, but when were your insurances last reviewed? Are they appropriate for you personally and for how your business is currently operating? We will work with you to review your insurance portfolio, assisting you to improve policies as needed.

What we can help with:

  • Business insurance
  • Life, total permanent disability, trauma, income protection, business expense and key person for business of any size
  • Compare your existing cover to get a better and/or cheaper policy (insurance held in any super fund or non-super)
  • Assist in determining how much cover is required for what you want to achieve
  • Use superannuation to cover your premiums
  • Buy and/or sell Agreement funding for small to medium business
  • Effective structures to provide benefits for children with consideration to wealth protection and estate planning
  • Cash flow
  • Salary sacrifice premiums

Download our Financial Services Guide here for more information.

Ready to get started?