Personal Insurance

The protection of your family and yourself is an integral component of financial planning.  Having adequate insurance gives you peace of mind and means that your family’s lifestyle is protected.  Personal insurance is used to protect against:


The difference between adequate insurance and insurance that is inadequate (or non-existent) often only becomes apparent when it is too late.  By having adequate personal insurance, the effects of the events above can be minimised. 

The most common insurance products required are:


The insurance that you need will depend on your circumstances and priorities.  As well as being underinsured, many Australians have unnecessary, excessive or simply incorrect insurance for their circumstances. 


Our knowledge of personal insurance and the strength of our professional relationships with insurers is a key part of our quality advice offering to you.  This allows us to provide you with the best possible service and advice, including:



Please refer to the Terms and Conditions and General Advice Warning on this website.  Personal advice should be sought prior to acting on this information.