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Wealth protection is key to safeguarding your family and ensuring your future is secure, should something unforeseen happen. Our expert wealth management advisors can guide you through the different personal insurance options that are available, and help you make decisions based on you and your family’s specific circumstances.

While wealth protection is often overlooked and underestimated as a key part of your wider financial strategy, it is vital to ensure that you are adequately insured against adverse events. While insurance doesn’t remove the risk of accident, illness, or injury, it can provide essential compensation and financial security for you, your family, and your business should something unfortunate happen.

Speak to our experts about protecting your wealth.

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Personal Insurance

Our experts are committed to providing you with well-informed personal insurance advice to help ensure your future is secure should challenging circumstances arise for you or your family.

We will work with you to make choices that suit your needs for:

  • Death and TPD insurance
  • Income protection
  • Trauma insurance
  • Keyman insurance
  • Buy/sell insurance
  • Business expenses insurance

Our team operates independently and provides advice that is not biased by the product providers. Our guidance is driven by:

  • You and your family’s needs
  • Cost-effectiveness
  • Flexibility
  • Financial certainty should challenging circumstances arise

Meet the Experts

Mark Allara

Mark Allara

Director

Financial Advisory
Jarred Brooks

Jarred Brooks

Director

Financial Advisory

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