Services
If you’re looking for new cover, updating your existing cover or wish to review your existing premiums, our no cost, obligation free service could save you thousands.
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.
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.
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 Philosophy
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.
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.
Our Services
Buy-Sell Insurance
This is our area of specialty. Each week, more business owners protect themselves and their business with Buy-Sell insurance.
A Buy-Sell agreement, also...
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A Buy-Sell agreement, also...
Key Person Protection
How would your company survive if a key employee dies or suffers a serious illness?
Here’s how Key Person Insurance works: A company purchases a...
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Here’s how Key Person Insurance works: A company purchases a...
Life Insurance
Life Insurance, also referred as Term Insurance, provides a lump sum payment, when death or terminal illness occurs to the insured life. The legal owner of the policy...
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Income Protection
Income Protection is a monthly benefit that generally pays you up to 75% of your income and covers you for accidents, illnesses or major traumas. You will receive...
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Critical Illness/Trauma
Trauma Insurance, also referred to as Critical Illness, offers protection through a lump sum payment when the life insured is diagnosed with a specified medical...
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Claims Management
If the time comes to claim on your policy – we’re right there with you.
We understand the information your provider will require to help settle your...
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We understand the information your provider will require to help settle your...