Messages
Rule of seven: An investor’s compass
11 June
James sat at his kitchen table, laptop open, staring at a chart of a stock he’d been watching for weeks. Every article, every podcast, every conversation with friends about investing seemed to echo the same phrase: “Time in the market beats...[Read More]
Is Your Super Fund Insurance Really as Cheap as You Think?
1 April
A closer look at what Australians are actually paying for life insurance, and what’s changing in 2026 It’s a widely held belief that life insurance through your superannuation fund is the affordable option: cheaper than retail cover,...[Read More]
When your business is your family farm it’s important to consult a specialist insurance broker or adviser
5 March
Running a family farm, especially one passed down through generations, is more than just a business—it’s your family’s heritage, legacy, and livelihood. Protecting this invaluable asset requires expertise beyond basic insurance...[Read More]
Business Expense Insurance
20 January
This week, a client facing a cancer diagnosis needed to make a claim on their insurance. This experience highlighted a critical point, one unexpected illness or injury can disrupt a person's entire business operation. Business expense insurance...[Read More]
Who is liable for the business loan if a guarantor dies?
20 January
Guarantor Protection: Life and Disability Insurance Starting or expanding a business often requires loans. Since these loans can be significant, lenders frequently ask for a personal guarantee. This means personal assets, like the family home,...[Read More]
Wealth Adviser newsletter – issue 83
15 March
To read this newsletter in full, please click on this link: Wealth Adviser - Issue 83
Trauma Insurance and the Benefits
3 August
Do you understand the importance of trauma insurance and how it can help you? Trauma insurance is designed to provide you with a lump sum payment if you suffer a critical illness. This payment can provide you with financial security, allowing you to...[Read More]