We arrange Group Insurance plans, allowing employers to provide Income Protection Insurance, Life Insurance and TPD Insurance as a component of staff remuneration, providing an attractive incentive when hiring and retaining talent. We develop Business Insurance plans, including Asset Protection, Ownership Protection and Revenue Protection. Business Insurance mitigates risk to businesses and provides stability, in the event of unforeseen circumstances such as death or disablement of owners or key people.
The introduction of My Super and the Modern Award system has been a win for investors with superannuation funds competing fiercely to entice members. Our audit and tender service enables employers to take advantage of the competitive landscape, to ensure the default superannuation fund of its organisation is attractive to employees. Our negotiations with providers will often result in the creation of a bespoke superannuation fund to meet the needs of an employer’s workforce.
We help individuals protect their financial well-being by planning for the unexpected through Life Insurance, TPD Insurance, Critical Illness Insurance and Income Protection Insurance. We specialise in individual advice for business owners and professionals.
We help personal clients consolidate and manage their superannuation to maximise their returns according to their risk profile, while taking into consideration the widely varying insurance options and membership features.
We develop tax-effective financial and investment plans to help our clients achieve a sustainable and rewarding retirement lifestyle. We provide tailored advice on everything from daily budgeting to strategic investment decisions.
Sam is pro-active in managing the insurance design of our superannuation plan, and instrumental in the addition of Income Protection to the benefit design to ensure that our full-time employees are protected