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Chris was extremely professional in all of our ongoing communication and very clear in detailing the different options and the reasoning behind the specific recommendations. The process was extremely streamlined and efficient.

Paul Davies

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Life Insurance

On its own or as an additional component of our strategic Financial Planning Advice we can research your current insurance program and determine what is the most appropriate level of insurance protection for the various risks you face, whether your current protection is appropriately priced, with the features you need and structured in the most tax and cost effective for now and at claim time.

We have a significant number of insurers available to use and will quote each company on price, product quality, and service to find the best insurer specifically for you and your families needs.

Ongoing this is reviewed annually to match any changes in your personal circumstances, legislation, improvements in products and price competitiveness to ensure it continues to be the most appropriate cover.

Income Protection

Income Protection Insurance (Salary Continuance) - this type of cover is designed to pay a regular income for an agreed period of time in...

Life Insurance

Life Insurance - this type of cover is designed to pay a lump sum, upon proof of death of the insured, to the policy owner or the es...

Trauma/Critical Illness Insurance

Critical Illness (CI) Insurance - this type of cover is designed to pay a lump sum upon satisfactory medical proof of the insured ha...

How we select the best insurer

In order of priority, we feel the following criteria should be considered when choosing a life insurer.

Assessing the Company&rs...

Total & Permanent Disability (TPD) Insurance

Total & Permanent Disablement (TPD) Insurance - this type of cover is designed to pay a lump sum upon proof of the insured being...

John Provan's Story

Total & Permanent Disablement (TPD) Insurance - this type of cover is designed to pay a lump sum upon proof of the insured being...

Key Person Insurance

Key Person Insurance or Key Man Insurance provides financial protection for the business owners agains lost profits, revenue or even the capital...

Business Expense Cover

Business Expenses insurance ensures the continuity of your business, providing you with a business to return to following a period of illness, ...

Loan Protection Cover

Loan protection insurance protects individuals from the serious consequences of defaulting on loan repayments if they are unable to work due t...

Buy Sell Funding

Buy/sell agreements are contracts between business partners or shareholders of small businesses, typically taken out as a form of business ins...

It’s never too early to invest in your future