Products and Services

Personal Risk Insurance


Insurance is an integral part of the financial planning process and protecting those we love is of the utmost importance. 

No-one ever plans to become seriously ill or die. But when it happens having the right cover in place can make for a less worrying time. 

Thinking about insuring your home when a fire is nearby is not the best position to be in and it’s the same for life insurance. 

So better to be prepared when there is nothing wrong with you and when you are healthy. 

There are different types of insurance: 

-Life cover 

-Total and Permanent disability cover 

-Trauma insurance 

-Income protection. 

-Children’s cover 

-Business insurance cover 

Each of these covers have a place, however depending on age, occupation, health status etc the premiums and the covers will vary. 

Understanding what you need and when is a job for your financial planner to work with you so you are not underinsured. 

Our role as financial planners is to one day tell you that you no longer require insurance cover. It is not something that you should set and forget and should be reviewed on a regular basis.

Explore some of our valued partners and associates

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    Madison Financial Group
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    Australian Stock Exchange
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    Business Council of Australia
  • Afa_logo_1
    Association of Financial Advisers (AFA)
  • Committee-for-economic-development-of-australia
    Committee for Economic Development of Australia
  • Financial-services-accountants-association-logo
    Financial Services Accountants Association
  • Kaplan-logo
    Kaplan Professional
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  • Australasian-legal-info-insitute-logo
    Australasian Legal Information Institute
  • Institute-of-actuaries-logo
    Institute of Actuaries of Australia
  • Assoc-of-superannuation-funds-australia-logo
    The Association of Superannuation Funds of Australia Limited
  • Women-in-banking-finance-logo2
    Women in Finance
  • Acoss-logo
    Australian Council of Social Service
  • Moneymap-logo
  • Macquarie-forward-thinking
  • Outsource_logo_square
    Outsource Financial
  • Statewide_logo
    StateWide Superannuation
  • Ccsa_logo_og
    Cancer Council Pro Bono Advisers