It’s a good idea to
plan for the unexpected.
Wealth preservation.
"The right advice
everytime"
Sometimes when you least expect it, things can go wrong, so it’s a good idea to plan for the unexpected. By having access to a range of leading insurance providers, we are able to ensure that we can locate the best policy for you.
We are able to calculate the most appropriate level of cover for your situation if you or your family should suffer an illness or injury. We then do the shopping around for you to find great value cover that is appropriate to your needs.
Book a consultation.
We're committed to providing customised service and advice to our clients. Prior to scheduling a consultation, we kindly request that you take into account our expertise in catering to high-income individuals, pre-retirees, established business owners, and individuals with investable assets over $500k.
Life Cover
Pays a lump sum to your beneficiaries if you were to pass away.
Purpose: To repay any outstanding debts, to pay for funeral costs
or to gain a lump sum to replace a lost salary.
Trauma Cover
Pays you a lump sum to assist you to recover from a traumatic event such as a heart attack, cancer or stroke.
Purpose: Funds are used to make repayments on your debts, make any necessary adjustments to your home and provides a top up to your Income Protection Cover.
TPD Cover
Pays you a lump sum if you are Totally and Permanently Disabled.
Purpose: Funds are used to clear your debts, make any necessary adjustments to your home and provides a top up to your Income Protection Cover.
Income Protection
Replaces the majority of your income should you be unable to work due to sickness or an accident.
Purpose: Funds are used to replace up to 75% of your income up to age 65. Income received will increase with CPI as time goes on.
Getting started with financial advice.
"We take pride in
the advice we give"
Make smart decisions about your money.
Make smart decisions about your money.
Retirement has changed, and we need to look at things differently.
Make smart decisions about your money.
Get the right financial advice and a solid wealth management plan.
Get the right financial advice and a solid wealth management plan.
