We want to have peace of mind knowing the people who matter most to us are protected against financial and emotional stress from unforeseen critical situations.

I’d really like to solve some of my current challenges.

  • Just become new parents, and we’re worried for our financial safety & wellbeing
  • Concerned about taking care of the family if we’re not able to work
  • Feel worried about financial commitments like mortgage repayments if we’re not able to work for a while
I need advice because I want to have achieve the following:

  • Ensure necessary protection measures are in place
  • Understand the different insurances available, the affordability factor and the various benefits
  • Feel secure and comfortable
  • Become accountable for my financial goals

Access to an adviser on an ongoing basis

Once a goal has been identified, document it with your adviser. Don’t keep it a secret. Your adviser can set a clear pathway to help you reach your goal. Even if you haven’t quite worked out what your goals are, your adviser can help to identify them with you.

Your adviser will then monitor progress as part of your overall plan.

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Financial Planning

It’s never too early to start planning. Although your plans may change over time, it’s important to identify your immediate priorities, your ideal lifestyle and life goals, and develop a plan to assist in achieving them. Keeping abreast of changing legislation, making the most of the opportunities available to you, and structuring your finances is fundamental to achieving your lifestyle and financial objectives.

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Protecting You & Your Loved Ones

To minimise the loss of income to your family that may result from your death, temporary incapacity or serious disability, it is vital you implement the appropriate protection strategies for yourself and for your family.

We can assist with the entire process, from reviewing your existing insurance cover to discussing the right protection strategies available. We can help to establish the most relevant level of cover based on your individual needs and the stage you are at in life including:

  • Income Protection
  • Life & Total Permanent Disability
  • Trauma (Critical Illness) Insurance
  • Buy / Sell Partner Insurance

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With advice I can expect to achieve the following:

  • Appropriate types and levels of cover are recommended to suit our situation and needs
  • Ensure cost-effecive funding options are considered
  • Understand the claims process & how to access benefits when required
By working with my adviser, I am happy I am able to:

  • Feel safe and comfortable our family is protected
  • Feel confident and reassured
  • Sleep well at night knowing I’m on track to achieving my financial goals

Our Difference

Self Directed | Collaborative | Full Advice

Our unique 3 Investor Service Models offer varying levels of personalised expert advice to ensure that you have the right strategy and resources to make your goals a reality.

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