personal insurance

Insurance and protection against the unexpected are foundational features of any sound financial plan, and road map to acheiving true financial liberation and independence.

With so many different insurance products out there, companies to choose from, and all of the complexities involved in each, it can be an overwhelming and daunting decision to make alone. Luckily, you don't have to.

Our experienced, in-house team of experts will be able to guide you through these important decisions and help you find the best possible life insurance, disability cover, and health care plans to suit your personal needs.


Preparing for and protecting the health and well-being of ourselves, our families and our employees are pivotal parts of all of our lives and our financial plans. They form a fundamental tenant of our commitment to helping you achieve financial liberation.

Our experienced team of financial advisors and consultants specialise in providing highly personalised, relationship-based health care advisory services to all of our clients, whether private individuals or corporates.

We take the time to understand and establish exactly what your needs and priorities are, ensuring that you have the most appropriate medical plan and support to meet them. Thanks to our commitment to building long-lasting relationships with you, as your needs and circumstances change so we will be there with responsive guidance and advice throughout every stage of your life.

Protecting Your Business Assets

For entrepreneurs, ensuring the safety, security and longevity of your business assets can be as important as providing these safeguards and protections for yourself and your family.

Our professional, experienced team of advisors will be able to help you with all of your company’s insurance needs throughout every stage of its growth and development, from drafting buy and sell agreements, to key employee insurance and group insurance protection for your staff.

We’ll handle all of these pivotal features for you, ensuring that you have the time to continue to dedicate to growing your business and legacy from strength to strength.

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Contact us about our Financial Planning services