Support. Empower. Sustain.

Personal Finance

We can assist you with all your personal finance needs including but not limited to:

  • Savings
  • Home Loans
  • Retirement Planning
  • Financial Planning

Commercial Finance

Our specialist team can assist you with the following commercial finance solutions:

  • Business Insurance
  • Employee Benefits
  • Employee lunchtime learning sessions
  • Business Assurances / Risk Cover

We endeavor to cultivate a partnership with our clients ensuring the attainment of their unique requirements resulting from OR leading to change.

What we do

Short Term Insurance

Our relationships and processes not only mean competitive insurance quotes and peace of mind at claims stage to you, but regular reviews of your risk portfolio also mean that you will not be under or over insured.

Retirement Planning

Retirement planning is key if you want to enjoy your retirement. Retirement planning consists of two phases: pre-retirement funding and post-retirement income. Pre-retirement funding means investing in a retirement annuity.

Investments

Investing or saving money is key to achieving your life goals. We offer a number of investment and savings solutions in which you can invest and each one is structured to meet a selection of investment needs.

Savings, Debt Management & Financial Planning

Financial planning and advice is essential if you are to achieve your financial goals. We can assist you with a needs analysis and plan and potentially assist you to save money monthly.

Home Loans

How would you like to pay off your bond in 3 to 8 years without adding extra cost on to your monthly expenses? We provide a free bond application service to assist you to obtain the lowest possible rate.

Life Cover

Get immediate cover for up to 30 days before you pay your first premium. If you have a valid claim in this period the business will receive the full cover amount.

What our Clients say