We are committed to to helping ensure you are Well Advised, Well Protected and Well Insured.

We are committed to to helping ensure you are Well Advised, Well Protected and Well Insured.

The Three Key Areas of Being

Well Insured

The Right Type of Cover

We help you secure the right type/s of cover, helping ensure you have the protection you need when you need it most.

The Right Amount of Cover

Whether it’s protecting your income, covering the mortgage or safeguarding against the costs of a critical illness, the right amount of cover will provide for your needs and the needs of those you care about most.

The Right Price

We understand the significance of affordability and place an emphasis on producing quality, affordable risk protection solutions.

What you
can expect

Working with us you can expect personalised service, honest advice from an experienced and knowledgeable advisor, and you can expect to be listened to. You can expect to develop a long-term relationship with an adviser who can be there to assist when you may need it most.

You can expect any questions you have to be treated with respect and answered with clarity. As experts in Income Protection and Life Insurance, we love making complicated stuff easy. Our valued clients (and professional colleagues) benefit from our experience and desire to help wherever we can. We love the “aha” moments when things click into place for our clients, and they feel more protected and have a better understanding of their risk protection portfolio.

Unfortunately, many Australians discover the importance of having enough cover only when it’s too late. We aim to change this by helping individuals and families protect their financial future through better understanding their need and finding risk protection solutions to suit their needs.

Without the right advice, people are vulnerable to ending up with too little (or too much) cover because they don’t accurately value their requirements or future earnings. Some simply think risk protection is too expensive or hard to get, and many people don’t know all their options.

But here’s the good news: we’re here to change that. We’re all about helping you understand your risk protection needs and finding tailored, affordable solutions for you and your family. We’ll help you be covered when it matters most. In other words, we’ll help you be Well Insured!

How we help

A tailored personal or business Risk Protection Plan plays a crucial role in safeguarding businesses and families. With our wealth of experience and passion, we love the light bulb moments when our clients understand the various aspects of their lives that will be well-protected.

Income Protection

Most people insure their homes and their cars but fail to protect their most valuable asset of all – themselves!

Life Insurance

Life insurance is about providing for your loved ones in case you can’t be there for them.

Trauma

Being able to focus on your recovery after suffering a trauma event is going to be your primary concern.

Total & Permanent Disability

Total & Permanent Disability (TPD) cover provides a lump-sum payment if you become disabled and you are unable to work again.

Medical Professionals

Many medical professionals are paying way too much in premiums for the risk protection they have.

Business Owners

For business owners, there’s more than yourself and your family to think of.

Our Personal Risk Protection Process

Our Personal Risk Protection Process is designed to help us get to know you – your passions, goals, needs, and desires. From there, we develop a customised risk protection plan that can adapt and change as your life progresses
Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a brief chat and explore how we can work together to achieve your life protection goals.
Gather Data
Understanding your unique circumstances allows us to offer quality, personalised advice.
Risk Protection Plan
We craft a personalised risk protection plan tailored to your situation.
Implementation
We bring your risk protection plan to life by implementing your personalised strategies.
Support
We are here to support you as you grow, and as your circumstances evolve.

Our Personal Risk Protection Process

Our Personal Risk Protection Process is designed to help us get to know you – your passions, goals, needs, and desires. From there, we develop a customised risk protection plan that can adapt and change as your life progresses.

Step 1
Discovery Call
Let’s have a brief chat and explore how we can work together to achieve your life protection goals.
Step 1
Step 2
Gather Data
Understanding your unique circumstances allows us to offer quality, personalised advice.
Step 2
Step 3
Risk Protection Plan
We craft a personalised risk protection plan tailored to your situation.
Step 3
Step 4
Implementation
We bring your risk protection plan to life by implementing your personalised strategies.
Step 4
Step 5
Support
We are here to support you as you grow, and as your circumstances evolve.
Step 5

What our clients say

Insights

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Download the Guide

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

Jane Brown

Head Accountant

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