Insuring your legacy

We understand that researching and identifying the right insurance for our clients’ needs can an expensive and complex exercise. By choosing appropriate types and levels of cover that suit every client’s individual circumstances, at the best premium rates, we take the guesswork out of insurance solutions.

Making complex decisions simple.

Personal Insurance is a type of cover that provides financial security to you, your family, and your business for events such as a serious injury or illness, loss of ability to earn, total and permanent disablement, or even death.

We understand that researching and identifying the right insurance for our clients’ needs can an expensive and complex exercise. By choosing appropriate types and levels of cover that suit every client’s individual circumstances, at the best premium rates, we take the guesswork out of insurance solutions.

Understanding your life situation

Every person’s needs are different.  That is why we take the time to understand your personal situation in order to tailor our advice and recommend the right products to suit.

Explaining your options in real terms

Insurance products are designed to be complex…but it doesn’t mean that you shouldn’t understand them.  That’s why we explain what your policy options mean, so that you have clarity and peace of mind.

Our Insurance services

'Do Transformers get car insurance...or life insurance?'

Our most common services are listed below, but let us buy you a coffee to discuss your specific requirements.

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Death, trauma and TPD insurance

Many organisations undervalue the importance of accurate and timely financial reporting.  Whilst you might not get as excited by the numbers as we do, we pride ourselves of our preparation and our ability to keep up to date with the latest legislation changes to ensure the best possible tax position for your structure.

Income protection insurance

If you are a proactive business owner…wouldn’t it be nice to have a good grasp on the financial position of your business, with insights provided to help you make decisions NOW.  Well our Management Report Packs allow just that with a full set of financials completed monthly/quarterly, and a detailed analysis provided.  Take the guess work out of running your business.

Key management insurance

Every year, many of our clients participate in our tax planning.  Tax planning is the process of preparing your tax position for the end of the financial year before time, so that you can see what tax implications you may be faced with.  The advantage of seeing it before time, means that we can setup structures or plan the best course to ensure you get the most optimised tax position possible.

Have we piqued your interest?

Let us buy you a coffee to discuss your requirements.

Shout me a coffee