Who We Are
We’re an experienced team who focuses on providing professional insurance advice to individuals and business owners. We also have experience as qualified Accountants and Financial Planners. Today, we solely provide Personal Insurance cover. However, our knowledge within the Financial Industry helps us structure your insurances to be cost effective and with maximised benefits for you.
It’s important for us to meet and get to know each client. This means we understand and protect financial vulnerabilities that are important to you.
What We Do
Sourcing the best cover for you is only the beginning. Your Personal Insurance is too important to be a “set and forget” affair. If unforeseen circumstances require you to lodge a claim, we’ll help you complete the forms. We’ll follow up with your provider so your matter is resolved promptly.
We build long-term relationships with clients, referrers, and insurers so we can deliver the high level of support and solutions you need during financial hardship.
Our business is structured where long-term relationships are preferred to short term gains. This results in ongoing financial success to you and our business.
To achieve our philosophy, we employ a “quality over quantity” policy. We prefer to allocate a limited number of clients to our advisors so they can build stronger relationships.
We take the time to get to know you and your needs. You won’t feel like a number – or that your cover came from a production line.