financial planning & lending specialists 03 9686 4976

Providing for your loved ones

Have you ever considered what would happen to your loved ones if you weren't around to look after them? It's not something that anyone wants to think about, but it's something that all families need to consider. We can help to source the best insurance policies to suit you and your family and if your circumstances change, we're only a phone call away.

We take care of the paperwork from start to finish so you can be assured that your family is protected.

Self Employed?

If you're self employed, then you have lots to consider in terms of protecting your future. If you are unable to work, your bills still need to be paid and if your business takes an unexpected turn you may be forced into financial difficulty. If you have family to provide for or a large mortgage to service then insurance should be on your radar.

We know how busy you are. We'll make the process as easy, fast and smooth as we can, so you can get back to what you're best at.

Insurance Services

We can assist with sourcing the right insurance just for you to cover you for:

  • Life and total & permanent disability
  • Child Trauma
  • Protecting your income
  • Critical illnesses
  • Business expenses
  • The key people in your business
  • Trigger events for a buy/sell agreement

If protecting what's important to you is on your mind, book in to see us here.