Our community work.
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.
Pro Bono Financial Advice
Network (PFAN)
We’re proud members of PFAN, connecting people in need with experienced advisers who can provide free, professional guidance. Through this program, we assist Australians facing serious illness or hardship, helping them understand their options and access support.
Cancer Council -
New South Wales
Our partnership with Cancer Council NSW allows us to provide financial guidance and claims assistance to individuals and families dealing with cancer. By helping people navigate policies and claims during treatment, we aim to ease financial stress and let them focus on recovery.
Ensombl
Ensombl is a community of financial advisers and industry professional with the goal of driving the positive evolution of financial advice. Our founder, Ben Donald, is the host of the life insurance podcast aimed at improving adviser’s engagement with life insurance and thereby improving life insurance outcomes for Australians.
Financial Advice Association Australia
The Financial Advice Association of Australia is the nation’s leading association of financial advisers, advocating within industry and government for higher standards of education, professionalism and conduct. Our founder Ben Donald sits on the life insurance Committee, reporting into the board.
Notre Dame
Through the university, we are contributing to industry knowledge and growth by completing doctoral research into industry, investigating the recent declines and frameworks for future growth.
