Melbourne Office
Level 2, 59 Ross Street Toorak VIC 3142 Australia

T: 1300 529 123
F: 03 9827 9185
M: 0400 999 889

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Our Expertise

We provide unique insurance advice to ensure that our clients' achieve the optimum insurance arrangements for their particular needs.

We are committed to delivering professional levels of service that ensures our clients receive an effective and convenient experience.

Our advice and service is aimed at delivering each client the ideal outcome in terms of:

  • The types and levels of cover
  • Policy ownership and structure
  • Tax effectiveness ; and
  • Value for money

We have developed an understanding and expertise in handling complicated or difficult medical and financial cases and project manage the insurance process to support our client to achieve an optimum insurance outcome.

We work closely with our client's Accountant and Lawyers to ensure that their insurance arrangements are integrated into these areas.

Where necessary we can introduce our clients to a panel of professional advisers who can assist with the arrangement of:

  • buy / sell agreement drafting and construction
  • Testamentary Will advice and preparation

We also attend meetings with our client's and their accounting and legal professionals to support this process.

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