Wealth Protection

Holding onto it can be harder than making it.
We make sure you do.

Insurance and risk management

Managing risk and insurance is a complex part of the financial advice industry. Stricter insurer criteria, regulatory change and product innovation all make it difficult and time consuming for individuals to get the right policy at a competitive price. 

For over thirty years, our expert team of Risk Insurance Specialists have managed the personal and business insurance portfolios of our clients, from analysis, to application and ongoing policy renewal. And we’re there at claim time too, to help clients navigate the system, support their family or business and ensure the best result from their claim assessment. 

Tax and asset structuring

We advise a diverse range of clients on how best to set up their affairs and proactively manage them. We think carefully about tax treatment on things like income, capital gains and superannuation. And we explore and recommend flexible structures to protect your assets from shareholder and business risks, as well as facilitate succession and estate planning.

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Contact us about a discovery meeting

We'd love to meet you and see how we can help you achieve the future you want.

Contact us