We provide a full Financial Planning Service including insurance and investment advice.
The insurance services include both business and personal insurance needs. Business insurance includes keyman insurance, directors & officers insurance, fire and general insurance, public liability, business interruption, professional indemnity, loss of profit and succession planning insurance options. Personal insurance includes fire and general, life and health insurance and mortgage protection insurance.
The investment services include advice on where to invest your lump sum savings, inheritance or retirement funds and the on-going maintenance of such funds. This includes advice on fixed term investments, shares and unit trusts and also advice on monthly savings plans for your retirement.
We are a member of Professional Investment Services Ltd (PIS), a major Australian Financial Planning Association. (PIS Website)