Our Philosophy

OUR INSURANCE PHILOSOPHY

The key to right insurance is determining what you want to happen in sickness, illness or death was to happen.

Once you know what you want to happen i.e. pay off loans, fund your kids education etc we put a long term cost, effective plan in place to make it work.

You need a tailored approach to make sure your policies fit your circumstances not the insurance companies.

Protect your ability to pay bills.

Protect your ability to pay bills & make sure the family is taken care of.

Protect your ability to pay bills & make sure the family is taken care of.

Make sure your retirement plans stay on track.

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Our advice to you is based on a strong foundation

1. We focus on you – that is our number one priority. We take time to understand you, your goals, circumstances and how we can turn your concerns into feelings of confidence and get your sorted both in the short term, and your long term priorities.
2. Our values – transparency, consistency, quality & integrity. These attributes are in our DNA and are how we make decisions and act every single day.
3. Expertise & Experience – with over 30 years in experience and helping hundreds of clients work towards and achieve their personal wealth and life goals.
4. Market leading technology – in order to take your personal needs and circumstances and develop a custom financial plan, we utilise market leading technology to map different scenarios, modify inputs and evaluate different options – all in order to provide you with a
simple set of actions to take to help you build your financial security.
5. Research, due diligence & monitoring of the best solutions – We want to deliver you the best options available. We continually review the market for the best investment, platform, insurance and client service solutions to ensure that we give you the best possible experience on your journey to financial confidence.
6. Licensed through ASIC and licences – we are licences through ASIC as a licences financial adviser. This means that there are strict obligations and requirements that we happily comply with in order to give our clients confidence that their best interests are looked after.
7. Robust compliance framework – in addition to being licensed through the corporate regulator, we also ensure robust compliance framework is designed and implemented in our business – delivering a consistent, high quality, reputable advice process.
8. Our team is here to respond to your needs – in addition to your adviser, and all of the above benefits you receive, our team is always ready to help in anyway we can.