We combine deep technical expertise with a boutique, hands-on approach — delivering tailored advice, efficient policy placement and active claims advocacy. Referral-driven by planners, brokers and lawyers, we prioritise clear processes and personal service so clients and partners always know what to expect.
To give you confident, clear advice, sensible cover and steady support so you can focus on life, not paperwork.
We operate under the license of Personal Financial Services, a member of the Entireti Group – the largest licensee network in Australia, supporting over 1,300 advisers, managing over $100 billion in funds under management and close to $2 billion in life insurance premiums. Having a partner of this scale allows us to maintain our bespoke position in the market while benefiting from the most robust systems, technology and governance frameworks in the country.
Australia’s broadest advice community.
Network scale that gives us meaningful results across corporate superannuation.
Australia’s largest premium pool, providing the greatest leverage with insurers.
Broad claims experience across every type, size and level of complexity
