Peace of mind.


True peace of mind is only possible when your assets are protected, and your family is provided for. To safeguard your wellbeing, our expert insurance advisors offer a range of well-researched policies to cover the things you care about. We also negotiate competitive premiums by leveraging strong relationships with leading insurers and fund managers. As your needs change over time, we review your insurance to ensure its relevance over the longer term.

Claims assistance.


We work only with insurance providers that have a proven track record and positive attitude to paying claims. If you need to make a claim, one of our trusted advisers will help you through the whole process to achieve a prompt and satisfactory resolution, with minimal stress.

Insurance cover.


We help you to navigate a wide range of insurance options and choose the best package for your needs, with the right level of cover (avoiding over- and under-insurance).

  • Business Insurance – protect against financial risk with a tailored insurance portfolio (e.g. business expenses insurance, key person insurance, buy-sell insurance)
  • Income Protection Insurance – protect your greatest asset against the impact of sickness or injury
  • Life Insurance – protect your family from financial burden in the event of untimely death or terminal illness
  • Total & Permanent Disability Insurance – protect your financial situation if you become permanently unable to work
  • Trauma Insurance – guard against financial hardship caused by critical illness such as heart attack, cancer or stroke

what our clients say