Services

Insurance

Navigate Life's Uncertainties with Strategic Insurance Protection

The unpredictability of life can be exciting but it can also take us down an unwanted path. It can create difficult challenges, and at worst, provide tragic outcomes. These events can have a profound effect on your financial future, dreams and aspirations and on the people who care for you.

To cope with life’s challenges put a value on what is most important to you and then create an insurance strategy to mitigate the risks.

Your spouse, partner or children are what people tend to value most. Their protection should be your highest priority. Putting a value on what you are worth to your family for the rest of your working life is one of a number of things insurance can do.

Insurance shifts the financial burden of life’s uncertainties to insurance companies who can afford to pay for them. It provides peace of mind that you can continue to meet your financial commitments and goals.

For business owners, insurance can help to answer the questions of:

+ How do you buy out a business partner if they die or suffer a serious illness?
+ How do you cope with the loss of a key employee or business partner in the event of illness, injury or death?

Over the last 20 years we’ve been able to help clients negotiate a path to managing life’s unpredictability and protect what is most important to them.

How We Help

Superannuation & Retirement Planning

A retirement plan gives you the comfort that you understand what you need to leave the workforce and have a road map to get there.

Wealth Management & Investment

It is important to have access to a wide range of investment choices, not just those owned by your bank.

Insurance

Insurance provides peace of mind that you can continue to meet your financial commitments and goals.

Self Managed Super Funds

We have specialist qualifications in Self Managed Super Funds and an investment philosophy designed to maximise the outcome for SMSF members.

Estate Planning

Estate planning is about protecting the wealth you have built up over a lifetime so that it can benefit those you leave behind.
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Get the Advice You Need.

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We are a boutique business that has been providing financial planning advice for over 20 years. The value in our relationship is experience, understanding and the expertise to provide a solution.

Contact Us

Level 23, 500 Collins Street
Melbourne VIC 3000
Ph: 03 9645 8900