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Insurance & Wealth Management

We offer a broad range of insurance advisory & wealth management services.

Whether you’re starting up, winding down or expanding, how you structure your personal and business finances can affect your future plans. Understanding which insurance policies help you protect your assets is imperative to safeguarding your future. 

We can help you structure your SMSF to best advantage your future, ensure that your business structures are tax effective, assist with your estate planning and ensure you have adequate insurance cover for when things go wrong. 

When it comes to wealth management, our advisors give you a turnkey approach to make sure you’re covered, now and into the future.

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All Services in Insurance & Wealth Management

When unfortunate or unexpected events occur having protection of assets and key people is critical for your business’ survival.

Insurance helps to protect you and your business, but with so many options available it can be confusing to know what cover you need. Our experienced advisors can explain what insurance policies can minimise your risks, and arrange the right insurance cover for your individual or business needs.

We give you complete peace of mind with comprehensive insurance offerings, including:

  • Public and Products Liability
  • Management Liability
  • Directors and Officers Liability
  • Industrial Special Risk
  • Plant and Machinery
  • Commercial Motor Fleets
  • Professional Indemnity
  • Business Package
  • Contract Works
  • Cyber Liability
  • General Property
  • Statutory Liability
  • Farm Package
  • Marine Transit
SMSFs can be a flexible way to plan for your future, but they are complex to set up and manage.

An SMSF lets you manage your investments so you can make decisions that best suit your specific needs. Care needs to be taken when establishing your SMSF to make sure that you minimise tax and administration costs and have the right insurance in place.

We can give you advice and help you establish, maintain and grow your SMSF. We can also take care of regulatory compliance, accounting, auditing and reporting requirements so you don’t receive any unnecessary penalties or costs.

Click here for more information on our SMSF services

Our expert Wills & Estates lawyers can help you by taking the stress out of planning for the future for your loved ones. Whether you need to make a Will, administer an estate or challenge one, our team of experts will be with you every step of the way.

We can assist in the following areas:

  • Wills
  • Estate Administration and Probate
  • Family Provision claims
  • Powers of Attorney
  • Appointment of Enduring Guardianship
  • Life Insurance & Superannuation

Click here for more detail in relation to our above services

Whether you’re starting up, winding down or expanding, how you structure your business can affect your bottom line and future plans.

There are many different options when it comes to structuring your business or project, including companies, partnerships, joint ventures, sole proprietorships or trusts. Each type of business structure has its pros and cons but the best one for your business will depend on your objectives, risk appetite and plans for the future.

Our experienced advisors can help you decide on how to best structure your business and help make your plans a reality.

How can we help?

Tiani Rubal

Business Operations Manager

How can we help?

Tiani Rubal

Business Operations Manager

How can we help?

If you are looking for expert legal, tax or business advisory services, we would love to help. Let’s have a chat.