Risk Management

Personal Insurance. It is important to protect the assets you are building

We can help you to understand the different types of personal insurances available, and help you to source the right one for your personal circumstances.

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Your ability to earn an income is your most important financial asset. Income Protection insurance ensures you continue to receive an income, even when life’s circumstances prevent you from being able to earn one. This means that you can concentrate on getting back to work, knowing you are still taking care of your family and responsibilities.


Life insurance can ensure that, if anything were to happen to you, your loved ones will not have to cope with the additional stress of financial hardship.

Total & Permanent Disability (TPD) Insurance

If you become permanently disabled or can’t work because of illness or injury, you’ll still need to financially support yourself and your family, as well as find ways to cover the costs of treatment and rehabilitation. TPD insurance covers you under these circumstances.


Trauma Insurance provides you with a one-off lump sum in the event of a medical condition such as cancer, heart attack or a stroke. This payment can be used to cover medical expenses, provide you with the opportunity to reduce your work hours, or anything else that you decide will help you to recover.

Wills and other Agreements

We can help you to establish a current and valid will, partners’ and directors’ agreements and other such arrangements, depending on your circumstances. This ensures that no matter what the future may hold your wishes for the financial wellbeing of family and loved ones and within your business can be implemented. We work with our service partner Biz Legal to give you access to the best possible legal advice on wills and similar arrangements.