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
Our advice to you is based on a strong foundation
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
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.