Australia

We safeguard your legacy while you’re busy building it.

Our experienced wealth advisors consider your unique financial situation, wealth aspirations and any business interest you may have, to recommend the most suitable personal and business insurance solutions for your needs. Beyond ensuring your assets, income and financial wellbeing are actively protected, we assist with claims and provide regular reviews of your risk management framework to establish it remains effective and relevant as your circumstances evolve.

By implementing the right insurance strategies, you can confidently secure your future, and that of your loved ones, against potential risks.

Products we advise on

Personal solutions

We review the market to ensure you’re not only covered by the products most aligned to your needs, but to ensure costs are minimised and payout benefits enhanced. We guide you on the most tax-effective ownership strategy for insurances, including ownership through your superannuation fund.

  • Life insurance
  • Total and Permanent Disability
  • Trauma Insurance
  • Income Protection
  • Business Expense Cover

Business solutions

Our advisors identify and mitigate risks that could impact your business operations. From key personnel losses to regulatory changes, we provide tailored solutions to manage disruptions effectively.

  • Buy/Sell Agreements (equity transfer)
  • Key Person Risk
  • Group Life / Salary Continuance

Insurance and Risk Management Specialists

Latest insights from our Insurance and Risk Management team

Structuring your investments beyond super: A smarter strategy for medical professionals
3 November 2025 | Minutes to read: 3

Structuring your investments beyond super: A smarter strategy for medical professionals

As a financial adviser, I am often asked how do high income earners and small to medium...
Revamped Division 296 tax pushed back to 1 July 2026
15 October 2025 | Minutes to read: 6

Revamped Division 296 tax pushed back to 1 July 2026

On 13 October 2025, Treasurer Jim Chalmers provided a long-awaited announcement regarding the status of the proposed...
How to structure the purchase of investment property
1 September 2025 | Minutes to read: 3

How to structure the purchase of investment property

When you are interested in purchasing investment property or any investment asset for that matter, you should...

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