.svg)
Business owners, professionals and executives who recognise the importance of protecting themselves, key people, succession plan, and their employees.
Individuals and families seeking clarity on life, trauma, TPD (total and permanent disability) and income protection cover — ensuring the right level of protection aligns with their needs, goals and budget.
Those who want cost-effective, tax-efficient solutions, using the entire Australian marketplace of insurers (including exclusive offerings for professional occupations).
We don’t just sell a policy. We help you articulate what you want to protect (your income, family, business, lifestyle), then design the insurance strategy around those goals.
We conduct a thorough assessment of your current exposures — financial commitments, business dependencies, family responsibilities, future lifestyle ambitions. From this we identify the types and levels of cover you require.
We structure your cover to be as cost-efficient as possible and tax-smart, considering ownership, premium funding and policy type.
Protecting loved ones and leaving a legacy or safety net.
Assisting with the financial burden if a serious illness strikes.
Preserving your financial wellbeing and dignity, if a permanent disablement prevents you from working again
Safeguarding your income stream if illness or injury keeps you from working.
Help you assess whether your current policies remain fit-for-purpose, and identify any gaps or overlaps.
We clarify your goals, context and initial thoughts.
We review your finances, business exposures, current cover and future ambitions.
We present a tailored insurance roadmap aligned to your goals and budget.
We coordinate with insurers, manage underwriting & secure the cover.
We monitor your cover, revisit strategy when circumstances change and support claims if required.
Alex is a dedicated Life Insurance specialist with a passion for delivering tailored risk solutions and guiding clients through every step of their insurance journey.
Outside the office, you'll find Alex on a yoga mat trying to find her 'Zen', down at the beach with family, or inviting friends over for one of her themed dinner parties where guests get to experience a signature cocktail on arrival and some chaos in the kitchen with at least one dessert-related catastrophe - if there's a way to burn custard, set the stove on fire, or 'murder a pavlova', Alex has done it. Twice.
.svg "page-1 (4)")
.svg "page-1 (3)")
.svg)
.svg)
