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BUSINESS INSURANCE · INSURANCE BROKER
30 Nov 2017

Why you need an insurance broker

It's easy to get business insurance these days. However, without good advice from an insurance broker, your claim will fail when it comes to the crunch. Ultimately, a policy that doesn’t pay when you …

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AIA VITALITY NEWS · HEALTH
20 Nov 2017

Healthy, happy holidays

It’s all too easy to overindulge during the festive season. But it’s possible to revel in the seasonal treats without laying complete waste to your diet, health and waistline. Here are some top tips f …

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SUPERANNUATION · FINANCIAL ADVICE
20 Oct 2017

Super Fees – Are you paying too much?

Super fees. We all know that they can seem expensive. We also know that what you pay in superannuation fees can make a huge difference to your retirement nest egg.Bottom line: Less fees means more sup …

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PERSONAL INSURANCE · HOME CONTENTS INSURANCE
29 Sep 2017

Bushfires, Floods and Underinsurance

Don't be caught out by underinsurance if a natural disaster hits.We hate hearing of people getting bad news about their insurance when they're at their most vulnerable. Unfortunately, this often happe …

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PERSONAL INSURANCE · TPD INSURANCE · LIFE INSURANCE · TRAUMA INSURANCE · FINANCIAL PLANNING
21 Aug 2017

Your duty to disclose

When you apply for insurance, you have a legal duty to disclose all relevant information to your insurer. Otherwise, you risk having a claim rejected when you need funds the most.Insurance gives you p …

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FINANCIAL PLANNING · SAVING · SUPERANNUATION · FINANCIAL ADVICE
17 Aug 2017

10 Tips for Better Financial Planning

In last month's blog we talked about taking stock and setting goals for the new financial new year. Because good financial planning is a long-term proposition, which requires regular action, this mont …

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FINANCIAL PLANNING · SUPERANNUATION · PERSONAL INSURANCE · BUSINESS INSURANCE · HEALTH · SAVING · FINANCE · FINANCIAL ADVICE
20 Jul 2017

Get on top of your goals this new financial year

There’s nothing like doing your taxes to make you take stock of how your finances are looking and where there may be room for improvement. It’s at this time of year that we can see more clearly where …

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NEWS · SUPERANNUATION · RETIREMENT · TAX
01 Jun 2017

Big changes are coming to superannuation

As of July 1, 2017, some major changes to superannuation will come into effect. These changes will impact how, and how much, you can contribute to super over your lifetime. We break down the key chang …

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FINANCIAL PLANNING · CHILDREN · FAMILIES · FINANCE · FINANCIAL ADVICE · SAVING · RETIREMENT
28 Apr 2017

Financial Planning by Life Stage

Our priorities and financial needs change as we change and what made sense at 25 is not going to be enough when you’re in your mid 40s, 50s or beyond. When considering what financial planning you need …

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AIA VITALITY NEWS · HEALTH
23 Apr 2017

Eat more heart-healthy foods

When you’re trying to protect your heart health, following a low cholesterol diet is important. Here’re some easy ways to eat more foods your heart will love.One of the top tips for a healthy heart, p …

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FINANCIAL PLANNING · PERSONAL INSURANCE · ESTATE PLANNING
23 Mar 2017

Is it time for a check-up on your Will?

Too often people put off creating a Last Will and Testament. Often they simply don’t wish to think about it. Or they are putting off the costs of making a Will with a lawyer, which are minimal compare …

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FINANCIAL PLANNING · TPD INSURANCE · LIFE INSURANCE · ESTATE PLANNING · SUPERANNUATION · HOME CONTENTS INSURANCE · INCOME PROTECTION INSURANCE
23 Mar 2017

How to get more financial peace of mind

If aspects of your financial situation are causing you ongoing worry, it’s time to address them. Identify the pain points that niggle away at you, then take these simple, proactive steps to address th …

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ABOUT US

Incorporated for over 40 years ensures experience, knowledgeability and skill at identifying unforeseen risks and producing effective strategies. Unlike most brokers, we do not rely upon mathematical formulas or statistical models generated by computers to produce solutions– we believe every client is unique and our approach is tailored accordingly.

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