Protecting what's important | Camberwell & Wantirna

While most Australians don't want to think about insurance, it's a vital part of making sure you're protected now and in the future. We help our clients choose the right insurance, tailored to their life & family.

We'll help you figure out what's right for you

Your personal financial adviser will sit down with you figure out exactly what insurance will be right for you - and make sure you're not paying for insurance you don't need. We will even go through any insurance included in your superannuation to ensure that all your bases are covered.

If you already have Insurance in place, we can review them and ensure both level level of cover and the provider are appropriate for you. 

There are a few dodgy insurance providers out there, so we've brought together a panel of quality providers so you can be sure you're covered properly.


What kind of insurances are there?

"A big part of financial freedom is having your heart & mind free from the worry of the what ifs"

[ Suzie Orman ]

One of the reasons we're passionate about insurance is because we believe that part of financial freedom is about being free from worry. The last thing you want to be worried about should the worst happen is money & how you're going to pay for your life.

Read: 3 insurances you should have if you own property

We can help with a wide range of insurances including:

  • Mortgage Protection insurance,
  • Life Insurance,
  • Total and Permanant Disablement cover,
  • Income Protection to replace your income and
  • Trauma Cover in case of serious illness.

The first appointment is on us!

We're passionate about the freedom insurance & a good financial plan can bring. We believe in it so much, that we offer a complimentary first appointment with our financial adviser - David - so you can go through how he can help you choose the right insurance.

Book your complimentary first appointment with David today on 0403 189 798 or click on the Contact Us button at the top of the page.

Contact us today.

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