we plan. you live.
Risk Management Advice
We understand the Fine Print of insurance keeping Insurers accountable
our 4 pillar philosophy
we plan. you live.
Our client community has been paid more than $12 Million in successful claims
Types of Insurance
Income Protection Insurance
Total and Permanent Disability Insurance
Buy / Sell Agreements
Key Person Cover
the trumpet process
We create your ideal financial journey
Understanding your lifestyle goals / values and current situation – The more we understand about you, your family and what you want to achieve the better we can ensure we get you the right outcome.
Review existing insurance cover / structures / Income and current investments exposure to ensure you have the most competitive product that delivers the right results for now and for any events or initiative you are about to embark on. Strategy DevelopmentWe have a comprehensive Insurance Bible that has all the current policies available in the market. We do an in-depth comparison to make sure we match you to the most appropriate insurance.
We understand the insurance fine print and work with underwriters to make sure you get the maximum cover without exclusions if possible.We will do this as seamlessly and as transparently as possible, so you are kept informed at all stages of the process.
After your insurance is confirmed and in force then we have an ongoing service consisting ofClient Reviews – To ensure we move with your movement through life’s journey – children, jobs, mortgages, wealth creation.Transparency – Annual statements so you can review all your current insurance policies and payments.Market Trends – Articles to keep you informed of the latest products and Service offerings.
In the event you need to claim then we have an experienced team to take the stress away from you whilst you concentrate on what is important. Please review our Claims case studies to read our clients story and how the correct insurance policies saved them from emotional and financial hardship.