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  • Protect & Grow your wealth.

    We exist to empower people to live with confidence, peace, and fulfillment, no matter what life throws their way with tailored insurance and investment solutions.

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Our Solutions

Personal
Business
Specialized
Personal
Business
Specialized

Family Protection

Couple Life cover

Family Funeral Covers

Kids Savings

Joint Will

Retirement Planning

Car & House Insurance 

    Business

    Key Person Insurance

    Income Protection

    Business Disruption Cover

    Theft & Fire Cover

    Vehicle & Building Insurance 


    Bachelor Pack

    Income Protection 

    Disability Cover

    Severe Illness Cover

    Emergency Saving

    Investments


    We Go Above & Beyond!

    More Than Insurance — We guarantee a Lifetime of Support

    Annual Policy Reviews 

    Regular check-ins to ensure your cover matches your changing life, business, and financial needs.

    Investments insights

    Personalized strategies to grow wealth, maximize returns, and secure your financial future.

    Claims Assistance 

    Guidance and advocacy to make sure claims are processed smoothly and fairly when you need them most.


    Wills & Testament

    Clear, accurate will-drafting and estate strategies to safeguard your legacy and protect loved ones.

    Workshops & Webinars 

    Practical financial learning sessions — from business compliance (like VET-levy requirements) to personal wealth-building strategies.

    Client Loyalty Program

    Rewards and exclusive benefits for loyal clients and those who introduce us to friends, family, or colleagues.

    Debt Management 


    Step-by-step strategies to manage, reduce, and eliminate debt while rebuilding financial freedom.

    WhatsApp updates

    Everyday tools complementing your need to be informed and up-to-date with the ever changing financial environment.

    We help our clients Protect & Grow their wealth.

    With over half a decade of expertise and experience, We continue to provide trusted financial and business consulting, helping you overcome challenges and provide clarity, confidence, and long-term financial success.

    Financial Planning 

    Personalized strategies to secure your financial future. We help you set clear goals, manage risks, and create a long-term plan that aligns with your life and business priorities.

    Financial Wellness Training

    Practical financial training that reduce stress, builds confidence, improves decision-making and boost job satisfaction —helping you retain and empower your team.

    Insurance Solutions 

    Protect what matters most with tailored insurance solutions. From personal cover to business protection, we design policies that safeguard your future against life’s uncertainties



    Wealth Management 

    Smart investment and savings strategies designed to grow your wealth. We simplify tax planning, ensure compliance, and help you maximize returns with confidence.

    450+

    Satisfied customers

    8+

    Employer solutions

    24/7

    Online support

    100+

    Happy reviews


    Getting Started is Simple

    1. Book a meeting 

    Quick, free, and no obligation.

    2. Needs analysis 

    We take time to understand your goals, risks, and financial situation and provide tailored solutions.

    3. Peace of Mind

    Enjoy peace of mind knowing you and your loved ones are protected, and we’re there every step of the way.

    Our expertise drives your success! Book an appointment!

    Our seasoned professionals combine extensive knowledge and practical experience to deliver effective financial solutions tailored to your needs.

    Team

    Our expert team

    Our team of experienced financial advisors is dedicated to delivering expert guidance and personalized solutions, helping you navigate complex financial decisions with confidence and achieve long-term success.

    Unore
    Founder & Principal Broker/Planner

    Leads clients with expert guidance in insurance and wealth solutions.

    Emily 
    Business Manager & Consultant 

    Oversees operations and ensures full compliance with industry and regulatory standards.

    Turii
    ​Marketing Manager 

    Drives brand growth and client engagement through strategic marketing and wealth education

    Nicky
    Admin & Consultant

    Delivers personalized insurance and financial advice while managing client support and administration.

    Testimonials

    What our clients say about us.

    Discover how our expert financial advice has helped clients achieve their financial goals and secure a brighter future with tailored strategies and trusted guidance.

    "Exceptional advice that transformed my business finances and boosted profitability."

    "Comprehensive advice helped diversify my portfolio and increase returns effortlessly."

    "Personalized financial strategies helped me grow my startup with confidence and stability."

    "Trusted guidance and expertise that ensured our company's long-term financial success."

    Excited to welcome you soon!

    Our financial experts are here to help you

    Our dedicated team is ready to address your questions and provide tailored financial solutions. Reach out to us anytime for personalized assistance.