Key to any financial plan is effective risk management strategies.  Not only do you have to grow your wealth but you must also ensure it is protected.

Death and injury are not something anyone likes to think about.  But life is uncertain.  You might not always have the luxury of the income you currently have. You could fall sick or have an accident.  That's why a sound financial plan will help you create wealth and preserve it.  


Our wealth protection and personal risk insurance helps you to protect your ability to earn income and create wealth through the following ways:

  • Life insurance
  • Total and Permanent Disability (TPD) insurance
  • Income Protection insurance
  • Trauma insurance

As well as personal insurance, business owners need to protect their business operations and cash flow.  Through our partner affiliation, we offer business owners with business insurance advice:

  • Business contents cover
  • Public/Products liability insurance
  • Property insurance
  • Professional Indemnity insurance