Personal & medical insurance

Your greatest asset isn’t your house or car — it’s your health. Personal insurance can protect your financial security and lifestyle when the unexpected happens.

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Personal & medical insurance

Protection for life's uncertainties

Life insurance

Provides a lump sum if you die or are diagnosed with a terminal illness, ensuring your family can cover expenses.

Disability income protection

Offers a monthly replacement income if you are temporarily or permanently unable to work.

Medical insurance

Coverage for private treatment, and access to non-pharmac funded medications.

Trauma insurance

Can pay a lump sum if you are diagnosed with a condition, cancer, have a stroke or heart attack.

Permanent disablement insurance

Maintains your quality of life if you become permanently disabled.

Explore financial planning

We work with you to understand your lifestyle and the type of coverage that makes the most sense for your family, your job, and what stage of life you are in. 

Understanding you and what matters most

We take the time to understand your circumstances, priorities, and long-term goals. With this type of clarity, we can provide insurance advice that supports your wellbeing and financial stability over the long-term.

Conducting a needs analysis

We don’t believe in a one-size-fits all approach. Instead, we’ll conduct a detailed needs analysis to assess the level of protection your household may need in the event of death, illness, or serious injury. Together, we’ll determine an appropriate budget and a clear path forward.

Research and tools to make the right decision

We’ll also provide you with independent research so that you understand the difference between providers and their products. You’ll have the information to make the best decision for you and support from our Advisers every step of the way.

Making it easy to make a claim

When it comes to making a claim, we can take care of everything. We can support you through the claims process from start to finish and will liaise with the insurance provider on your behalf.

Explore financial planning

Personal insurance is just one part of the financial puzzle. Our Advisers can help you manage your money and grow and protect your wealth with a 360-review of your finances.

Explore financial planning

Hear what our clients are saying

I think this place sucks! But I always speak in opposites so that means it's good!
— Bob Bobberson
A service of such distinction! I shall certainly mention it to Lady Catherine de Bourgh at the very next opportunity. It is truly a blessing.
— Mr. Collins