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.

Life Insurance Icon


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

TPD Insurance Icon


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.

Trauma Insurance Icon


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

Income Protection Insurance Icon

Income Protection

An Income Protection Policy will pay you up to 70% of your income if you are unable to work due to an accident or illness for an extended period of time.

Group Insurance Icon

Group Life

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

Business Succession Planning Icon

Key Person

Protecting revenue, debt or personal guarantees. Businesses protect their key people like any other key assets.

Business Buy / Sell Insurance Icon

Business Buy/Sell Insurance

Insuring the shareholder equity and succession in the event of death or disablement.