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Referral Partners

Our focus on life insurance allows us to bring depth, precision and care to every case. We collaborate with mortgage brokers, accountants, lawyers, GI brokers, financial planners and other professionals who share our values of integrity, clarity and genuine client-first service. Together, we help clients secure the protection they need confidently and efficiently.

A simple process
designed for trust.

We make referrals clear and straightforward.

Our structured approach protects your client relationships while ensuring every handover feels seamless and professional.

The referral process

Introduce your client

Share a brief summary of your client’s needs or invite them to contact us directly.

We connect quickly

We’ll reach out to your client, explaining our role and confirming next steps.

Collaborate and inform

You stay updated as we progress through recommendations and implementation.

Deliver outcomes

The client receives the right cover and you receive transparent confirmation when the process is complete.

Collaborating with
trusted partners.

We partner with professionals who share our commitment to transparency, integrity and meaningful client outcomes. Whether you’re introducing a single client or building an ongoing referral model, our process protects your relationships and adds measurable value to your business.

Mortgage brokers

Clear handovers, structured advice and reliable communication for your clients.

Accountants

Strategic advice that complements your client’s tax and business structures.

Lawyers

Seamless integration of insurance within estate and business planning.

GI brokers

Life cover solutions that complete your client’s protection portfolio.

Financial planners

Specialist life advice that strengthens your overall client offering.

Let’s work together

Get in touch

Partnerships that create long-term value.

We offer clear referral agreements that can evolve into joint ventures, optional co branded onboarding and access to educational resources that elevate your clients’ experience. You stay informed throughout, with collaborative case management and ongoing updates that reflect the trust you place in us and the importance of your client. As a partner, you also gain access to our longstanding relationships with leading insurers, unlocking enhanced support across pricing, underwriting and claims strategy that can materially improve client outcomes while delivering increased value to your business.

Start a referral or
explore partnership
opportunities.

We partner selectively with professionals who share our values of integrity, clarity and client first service. If you’re interested in exploring opportunities to refer, collaborate, co sell or establish a joint venture, we invite you to get in touch.

Let’s have a conversation.

Get cover that actually works.

Practical advice, the right policy and support through
underwriting and claims. We make protection simple and reliable.

Get started today