we plan. you live.

Risk Management Advice

We understand the Fine Print of insurance keeping Insurers accountable

our 4 pillar philosophy

Lifestyle

Investment

Protection

Retirement

we plan. you live.

Our client community has been paid more than $12 Million in successful claims

Types of Insurance

Income Protection Insurance

Life Insurance

Total and Permanent Disability Insurance

Trauma 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.

Testimonials

David Ellul

Founder Marand

Christy Hawthorn

Rainbow Chiropractic Centre

Grant and Emma Appleton

Engie

Nathalie & Adam Thompson

ANDCO Earthmoving

Jenny Della-Vedova

Foot Loose Tours

Grant Rheuben

Loanmarket Finance

Carolyn Creswell

Carman’s Fine Foods

we plan. you live.