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Your legacy, your way.

We create bespoke financial plans to protect, grow and evolve your legacy.

Risk management

  • Income replacement

  • Funding shareholders agreement

  • Family protection

Tax effective investment

  • Guaranteed investments

  • Tax sheltered growth

  • Tax effective structures

Legacy planning

  • Inter-generational wealth transfer

  • Business transition plan

  • Philanthropy

  • Next generation preparedness

Strategic financial planning

Practical financial plans with the strategic use of insurance. 

Practical. Cost effective. Results-focused.

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Employee meeting
Sport Tactics
Contract Review
Working Together on Project

Understand your goals, risks and objectives

Create a bespoke plan for you

Advocate to get you the best coverage

Implement plan

What we can help with

Life insurance

Disability insurance

Tax planning

Critical illness protection

Estate planning

Succession planning

Group health benefits

Group retirement benefits

Philanthropy

Our Clients

Entrepreuners
Owner Managers

Professionals

Family business

High Net Worth

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