At our core, we are an advice practice

Our philosophy around advice is the recommendation, establishment and management of a portfolio that remains appropriate and necessary to protect the needs of our clients, and their families. This advice is reviewed both on a regular basis, and in line with life-changing events that occur which impact a client’s needs, objectives or circumstances.

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Life
Insurance

Life Insurance provides a lump sum payment on the death or terminal illness of the insured person.

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TPD
Insurance

TPD Insurance provides a lump sum benefit in the event of the insured person becoming totally and permanently disabled to such an extent that they are unlikely to ever return to their role.

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Trauma
Insurance

Trauma (Critical Illness) Insurance will pay a lump sum on diagnosis of a number of medical conditions or injuries listed under the policy.

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Income Protection
Insurance

An Income Protection Policy will pay you up to 75% of your income if you are unable to work due to an accident or illness for an extended period of time.

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Group Life
Insurance

A Group Insurance plan provides protection for your employees for the term of their employment or upon the expiry of the policy.

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Key Person and Business Buy Sell

Protects the business in the event of death, disablement or critical illness to a key individual or equity shareholder.