Case Studies

Where there’s advice, there’s a way. Best possible benefits achieved in complex TPD claim.

We needed an accountant with specialised advice who could help us prepare our business for sale.

We needed representation that would level the playing field when negotiating large contracts.

We needed to be sure our business would support our wealth accumulation, while protecting our livelihood and future lifestyle.

What Did We Want? The Freedom to DO What We Choose.

The Importance of Correct Insurance Policy Ownership.

How to avoid financial & emotional turmoil.