About us

The ability to earn an income is your most valuable asset. We'll assist you to prepare for an unknown future.

Can you provide for your family if you were unable to work? Insurance provides for your family, when you cant.

Over 563,000 Australians were injured at work in 2017-2018, but 47% received no form of financial assistance whatsoever.

We can work with you to understand your personal circumstances, your financial commitments and lifestyle expectations, and provide tailored advice to help you:

• Review your existing insurance cover.
• Identify your life, disability and trauma insurance needs.
• Insure your income if you suffer an illness or accident that prevents you from working.
• Protect your business with Business Expenses insurance.

We can then select appropriate insurance products and sums insured, and initiate the insurances on your behalf.

More About Us

Mahesh Menon

Adviser & Director

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Our Services

Personal Insurance

Protect the people around you that matter the most. Life insurance provides financially protection in the event that you were not longer around to support and provide for loved ones.

Business Insurance

Many families own a business and rely upon it for their income and future wealth goals. So its important to ensure you're protected against unforeseen events.

Other Services

Whatever your life stage, we offer a range of financial services to help you achieve your goals. From succession planning to aged care, you can be confident we can help.

Your Life Events

Giving you choices and options whatever stage of life you're at.

Starting a family

Along with anticipation and delight, starting a family will be one of the most remarkable financial changes in your life.

Buying a home

Buying a home is exciting and momentous. It is possibly the most important financial decision you’ll ever make.

Building a career

Whether you’re starting out in your career, or going through a career change, developing sensible money habits will ensure you reap the benefits of your hard work.

Getting married

Planning your wedding is a joyful time, but it can also cause financial pressure. A few basic decisions now will help your finances and relationship in the long haul.

Change in financial situation

Your financial goals are unlikely to stay the same forever. No matter what you are experiencing, seeking advice can help you continue to achieve your goals.

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