Insurance Insurance

Protect what matters most to you.

What do you think is most worth protecting in your life? Your house? Your car? What about your income? Or your family's future?

Insurance is about more than just protecting the things we don’t want to lose. It’s also about protecting the things that make our life enjoyable and more worthwhile.

Our income, for example, is the one thing we often forget to protect, yet it’s what makes everything in our lives possible. And then of course, there’s providing for our families if something unexpected were to happen.

There are a range of insurance options available that we can tailor to suit your needs and personal situation. The most common types of risk insurance include:

Income Protection

In the event that you suffer an illness or injury and you are unable to work; income protection provides you with a monthly benefit of up to 75 per cent of your salary.

Life Insurance

Life insurance helps alleviate the financial burden your family may be left with after your death. This is paid as a lump sum to your nominated beneficiaries to assist with debt, funeral expenses and help maintain your family’s future.

Total and Permanent Disability (TPD)

This provides a lump sum in the event of a total and permanent disability that may prevent you from returning to work.

Trauma

Trauma insurance is paid as a lump sum upon diagnosis of an eligible condition (e.g. cancer, heart disease).

Talk to us about protecting you and your family against whatever tomorrow brings.

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

We put the protection of your wealth first

First we'll optimize the structure of your finances depending on your circumstances and goals. Then we'll implement the strategy and investments to make your life goals a reality. Here's how it works:

Step 1: Understanding you

We'll gather all the information we need to get a clear understanding of where you are and where you want to go financially. To ensure that we can get you there. We'll also explain our process in detail and give you an overview of our fee structure.

Step 2: Building a plan

We'll look deeply at our assets, liabilities, superannuation, investments, tax, life insurance and more to build a tailored financial strategy that connects the dots between your current financial situation and your ideal future.

Step 3 : Solution Delivery

We'll present a tailored plan for building the financial life you want, based on all of the information you gave us. We'll outline the entire process, timing, implementation of steps and answer any questions you might have.

Step 4: Implementation

We’ll collaborate directly with you to ensure your plan stays on track, adjusting as necessary when your lifestyle, goals or financial landscape changes.