Peace of mind.
True peace of mind is only possible when your assets are protected and your family is provided for. To safeguard your wellbeing, our expert insurance advisors offer a range of well-researched policies to cover the things you care about. We also negotiate competitive premiums by leveraging strong relationships with leading insurers and fund managers. As your needs change over time, we review your insurance to ensure its relevance over the longer term.
- Business Insurance – protect against financial risk with a tailored insurance portfolio (e.g. business expenses insurance, key person insurance, buy-sell insurance)
- Income Protection Insurance – protect your greatest asset against the impact of sickness or injury
- Life Insurance – protect your family from financial burden in the event of untimely death or terminal illness
- Total & Permanent Disability Insurance – protect your financial situation if you become permanently unable to work
- Trauma Insurance – guard against financial hardship caused by critical illness such as heart attack, cancer or stroke
- General Insurance – cover your car, home, contents and other assets against risk which we can refer you to our recommended broker
“I would like to thank Leon for such a fantastic service and for taking a holistic approach to our situation. Not only looking after our insurance and financial situation but also for the care and compassion showed to my husband and I during his battle with melanoma. I would also like to thank him for his ongoing care and thoughtfulness for my future financial security. I cannot express how important and invaluable Leon’s service was to us both.
“Leon’s guidance was professional and caring without being invasive and gave us peace of mind and allowed me time to concentrate on the important things like spending time and caring for my husband during the last months of his life.” Sue, Maitland, NSW