For Business Owners, my services include Business Insurance, for example, Director and Officers (D&O) Insurance, Work Injury Compensation, Employee Benefits, Product and Public Liability, and solutions like Key-man Insurance and Business Succession Planning.
I have helped arrange solutions for the following companies and non-profit organisations, in the area of corporate & personal finance, and risk management. The list includes and is not limited to the following:
- AV Systems
- IT Services
As an independent consultant carrying a wide range of financial products and brands, I am able to help my clients by offering objective comparisons which empowers them to make informed decisions. Please refer to Business Partners to view the full range of partners that we work with. If you have any concerns in areas such as Insurance Advice, Investment, Estate Planning, Children’s Education and Retirement Planning, please feel free to engage my service.
To be the financial advisor of choice
To empower clients by helping them make informed decisions and having their best interests at heart
- Constant Improvement (Skills and Knowledge)