Strategic Partnerships
We know our clients prefer to have all their financial advice needs met in the one place, by their trusted adviser. That’s why we are committed to offering the broadest range of quality solutions by establishing strategic partnerships to help meet our clients’ evolving needs.
Estate Planning
We have partnered with leading technology solution provider, Yodal to streamline the process of facilitating estate planning for you e.g. Will, Enduring Power of Attorney and/or Advance Health Directive. This ensures your wealth is transferred as they intended while your legacy, family and loved ones are protected.
General Insurance (Domestic)
We can provide you access to a comprehensive range of general insurance products, including home, contents, landlords, car, caravan and trailer insurance through a referral to Allianz, one of Australia's largest general insurers. Book a time to speak with one of Allianz's General Insurance Specialists and save on premiums today!
Private Health Insurance
This service gives you access to the Private Health Insurance products issued by AIA Health Insurance Pty Ltd. It is a science-backed wellness program operated by AIA Vitality, rewarding healthy behaviour through premium discounts, excess refund, etc to support members on their journey to better health.
Money Management App
The Money Partner app, powered by Frollo provides clients with a whole net worth view including transaction accounts, savings accounts, credit cards, mortgages, personal loans, superannuation and more. The app provides real time financial overviews as well as forecasting 'safe to spend' amounts and tracking against personal financial goals.