About Me

We are a risk insurance specialist, which means we help tailor insurance
to suit your current goals and finances. We also assess your health, financials, medical and professional circumstances to help us achieve your personal and professional goals, needs, and objectives.

We use our extensive industry knowledge and experience to select the right provider for you.

We manage your insurance, review and update your cover, to ensure that you have suitable cover to meet your circumstances.

Most importantly, our risk advisers help protect you when you are most vulnerable. During a claim, you may be suffering an injury or illness, or have a terminal illness or passed away. This is when you and your dependents need your financial adviser the most. We fight your claim and ensure that you and your family receive the payout that you are entitled too.

We have an outstanding reputation for getting claims paid and this is because we don’t sit back idly when times get tough, we work hard to ensure that we do all that we can to get your claim paid and continue providing quality service long after.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 38 Years
  • Licensed By
    Licensed By Dnp Financial Services Pty Ltd