Personal Insurances

For our unique approach to Insurance and most importantly protection for you and your family please view our Insurance Philosophy Document by clicking HERE or on the image below:

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Whether it is protection for you and your family, or for your retirement savings, you deserve a specialist that provides superior advice:

 Did you know?

  • Australians are underinsured by $1.37 trillion and only 4% of our population with children have sufficient insurance (IFSA)
  • 3 in every 4 Australians will be diagnosed with a serious illness during their working life (ABS)
  • In Australia there is a Stroke every 10 minutes, or 60,000 per year (National Stroke Foundation)
  • 1 in 9 women will be diagnosed with Breast Cancer with 34 new cases reported on average each day (Cancer Council)
  • 1 in 10 men will be diagnosed with Colorectal (Bowel) cancer with 38 new cases reported on average each day (Cancer Council)
  • More Australians are seeking greater certainty and lower risk retirement solutions
  • Many retirees are uncertain as to the most appropriate risk mitigated income strategies and the benefits/implications to their broader financial situation

Our philosophy involves identifying key risks and implementing an appropriate cost-effective and tax efficient solution to meet these contingencies.

Who is it for:

  • working individuals
  • parents who are concerned about protection for themselves and their children
  • guardians supporting financial dependants
  • carers who don’t wish to leave their loved ones financially vulnerable
  • pre retirees seeking expert advice from professionals offering active portfolio management
  • retirees seeking risk mitigated, income focused investment strategies, including those designed to maximise Centrelink entitlements
  • business owners concerned with the risks the business may face if they were sick, injured or unable to work for an extended period

Useful links:

AMP Claims Paid Brochure