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
Discovery Call
Gather Data
Risk Protection Plan
Implementation
Support
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.