The financial effects of an unexpected accident, trauma or disease can be easily avoided. Having the right insurances in place will ensure minimal impact on you and your loved ones at a very difficult time.

Personal insurances are essential to protect your wealth, your lifestyle and to provide for your loved ones in the event of unforeseen circumstances.

Without income and life insurance, the wealth you’ve built up, or have the potential to build, can rapidly erode as a result of an accident or illness.

Did you know that income protection premiums may be tax-deductible? This could significantly reduce the effective cost of your insurance.
 
We can provide the advice and insurance choices you need to protect yourself, your assets and your family. We can assess your personal insurance needs, recommend which policies are best suited to your needs and review the policies you hold on an on-going basis to ensure they continue to provide an adequate level of cover for your circumstances.
 


Specialists

Aidan Vuocolo
Aidan Vuocolo
Manager of Business Services and Taxation
Alex Hardy
Alex Hardy
Director of Corporate Assurance
Allan McKeown
Allan McKeown
Founder and Chief Executive Officer
Angela Redfern
Angela Redfern
Manager of Business Services and Taxation
Andrew Hibbert
Andrew Hibbert
Associate Director, Self Managed Superannuation and Offshoring
Ben Hailstone
Ben Hailstone
Associate Director of Business Services and Taxation
Ben Travers
Ben Travers
Associate Director and Financial Adviser
Brendan Campbell
Brendan Campbell
Director of Business Services and Taxation
Charles Yuan
Charles Yuan
Manager of Taxation Services
Colin Samuel
Colin Samuel
Director of Business Services and Taxation
Gerhard Jordaan
Gerhard Jordaan
Associate Director of Business Services and Taxation
Hani Omran
Hani Omran
Senior Lending Adviser
Hayley Wilson
Hayley Wilson
Client Relationship Manager, Employee Benefits
Jay Lampos
Jay Lampos
External Audit Manager of Corporate Assurance
Kay Agcaoili
Kay Agcaoili
Manager, Business Services and Taxation
Laura Beattie
Laura Beattie
Manager, Business Services and Taxation
Lidia Lenhardt
Lidia Lenhardt
Manager of Corporate Assurance
Mark Welsh
Mark Welsh
National Employee Benefits Manager
Mitchell Tieck
Mitchell Tieck
Manager, Business Services and Taxation
Megan Smith
Megan Smith
Director of Business Services and Taxation
Nadine O'Brien
Nadine O'Brien
Operations and Compliance Manager
Nestor Tindugan
Nestor Tindugan
Senior Manager of Corporate Assurance
Nya Murefu
Nya Murefu
Supervisor, Corporate Assurance
Rosanna Fuller
Rosanna Fuller
Manager of Human Resources
Ryan Findlay
Ryan Findlay
Associate Director and Chief Technology Officer
Sascha Kass
Sascha Kass
Manager of Marketing and Communications
Shannon Chen
Shannon Chen
Supervisor, Business Services and Taxation
Soon Tang
Soon Tang
Manager of Corporate Assurance
Stuart Birkbeck
Stuart Birkbeck
Manager, Business Services and Taxation
Ty Standen
Ty Standen
Employee Benefits Consultant
Zoe Hall
Zoe Hall
Supervisor, Business Services and Taxation
Zubin Kaiser
Zubin Kaiser
Supervisor, Business Services and Taxation
Sam Gadani
Sam Gadani
Director of Business Services and Taxation
Shaun Thiya
Shaun Thiya
Associate Director of Business Services and Taxation
Siobhan Sellick
Siobhan Sellick
Director of Business Services and Taxation
Steve Gagel
Steve Gagel
Director of Business Services and Taxation