Personal Insurance: Protecting Your Wealth

Helping You Protect What Matters Most

Providing financial advice in New South Wales.

What would happen if you couldn’t work tomorrow? Would your income be protected? Could your family keep up with the bills? Do you know if you have the right insurance—or any at all?

We’ll help you answer these questions with personalised advice on how to protect your income, lifestyle, and loved ones. Life doesn’t always go to plan, but with the right insurance in place, you can feel confident that you’re covered—whatever comes your way.

Let’s Protect the Life You’ve Built

If you’re ready to feel more secure, reduce financial stress, and protect your income and lifestyle—we’re here to help.

Book a Free Call

Or email us at
or call 0421 853 704

Life Insurance

Gives you a lump sum payment to help you take care of your family in the event of death and terminal illness.

TPD Insurance

Gives you a lump sum payment to help you protect your financial future if you're permanently unable to work due to injury or illness.

Income Protection

Gives you a regular payment in place of your income if you are unable to work due to injury or illness.

Trauma Insurance

Gives you a lump sum payment to help you and your family cover medical and living costs - so you can focus on recovery.

Ways We Can Help You Get the Right Insurance in Place

Tailored Recommendations
Cost-effective Strategies
Out-of-Pocket + Super-funded Choices
Navigate Life’s Changes
Future-Proofing
Claims Support

Partner with Us to …

Personalise Your Protection

We don’t just talk about insurance—we tailor it to your needs, goals, and family circumstances so that your cover fits your life, not someone else’s.

Navigate the Complexity

Insurance can be confusing. We simplify the fine print, compare quality options, and give you confidence in your choices—without jargon or pressure.

Get Support When You Need It

If something goes wrong, we’re in your corner. From selecting insurance to actually needing it, we’ll be there for you.

Book a Free Call

We Helped Her Rebuild Her Financial Life

Sarah

a dedicated mum facing an unexpected, new financial future.

After the major life change of losing her partner, Sarah wanted to feel confident in her ability to support her kids, stay part-time at work, and still reach her financial goals. She came to us unsure if it was all possible—but determined not to give up on what mattered most.

View Client Success Story

We Protected Their New Life Together

Ryan & Louise

a newly-married couple in their early 30s.

When they came to us, they’d just bought a house, started planning a family and didn’t have “much else going on” financially (according to them!).

View Client Success Story

Insurance Questions We Can Help You Answer

What kind of insurance do I actually need?

That depends on your situation. We help you assess your needs across income protection, life insurance, total and permanent disability (TPD), and trauma cover—then recommend the right mix for your goals.

Insurance Equation

Isn’t insurance expensive?

It can be surprisingly affordable, especially when structured correctly. We help you find quality cover that fits your budget and show you how to make the most of premium structures and superannuation strategies.

How do I know I’ll be covered when I need it?

We only recommend insurance from providers with a strong reputation for reliability and claims. Plus, we review your policies regularly to make sure they still meet your needs as life changes.

Let’s Protect The Life You’ve Built