PROFESSIONAL PARTNERS

Wills and Estate Planning

By making a will you are protecting your loved ones interests and will be freeing them of financial worries at a time of emotional distress and bereavement.  From the simplest will to complex estate planning, making a will is one of the greatest acts of love you can do for your family. Our Professional Partners will work with you to ensure your estate plan leaves nothing to chance and provides protection for your family and loved ones.

 

General Insurances

From your home and contents to complex asset and business insurances, our professional general insurance advisers will conduct an analysis of your risk/needs and advise their recommendations on the correct covers required to protect your assets and liabilities.  They will recommend the appropriate Insurer to match the risk and only recommend financially secure and stable Insurers, provide alternatives on your risk retention through various excess options and provide alternatives to pay premiums in monthly instalments.  Most importantly, they are your claims manager and will handle all claims processes to help you when you need it most.

 

Public Liability Insurance 

Running a small business is stressful enough.  Public Liability insurance gives you the peace of mind of knowing you’re protected in the event that your business is legally liable for property damage or personal injury.  Our Professional Partners will ensure you have the right amount of cover, the right policy for your needs and claims experience to back it up.

 

Conveyancing

Buying or selling a home is one of the most important times of your life and it is important to ensure that it is an uncomplicated and rewarding experience. Our Professional Partners have a dedicated team that is focused on assisting our clients every step of the way.

 

Corporate Services

Our Corporate Services team will help you and your business to keep up with the latest legislation and company law. From establishing trusts and SMSF’s, registering for Tax File Numbers and ABN’s, to updating SMSF Trust deeds – our Corporate Services team have you covered.

Schedule a call back and start your journey today!

FOR MORE INFORMATION ABOUT OUR PROFESSIONAL SERVICES PLEASE CONTACT US

Mortgage Broker

I have been involved in the Finance industry for over 25 years as a mobile lender & broker. I’ve had a……..

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Finance Specialist / Mortgage Broker

My passion is to assist clients, family and friends with a streamlined experience in the finance process. I have…………

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Office Lending Manager

Tracy started in the finance industry in 2012. She has a broad business background covering mortgage broking, employment………….

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Mortgage Broker

My passion is to be there for my clients along with helping them achieve their financial goals, whether this be purchasing their…………

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Mortgage Broker

After 18 years in the Banking and Finance industry working for major brands such as Suncorp, CBA and Westpac it felt like time to share…….

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Client Support / Mortgage Broker

My name is Lily Carlyle and I have completed a Certificate IV in Mortgage Broking and also the Diploma in Finance and Mortgage Broking…………

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Partner / Principal Mortgage Broker

Trevor is our MFAA approved Mortgage Broker and brings a wealth of knowledge and experience gained from over 25 years in the banking and finance industry.

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Director / Principal Mortgage Broker

Barry oversees our Statewide Wealth Group Lending team, and has been a successful and motivated Mortgage Broker since 2004…………..

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Financial Planner

Desley began her Financial Planning career in 2003 as a Paraplanner. She is a Certified Financial Planner (CFP) – one of the………………..

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Partner / Senior Accountant

Dean is a qualified accountant with over 20 years experience. He has completed a Masters in Commerce and his extensive accountancy background………..

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Senior Financial Planner

Ryan is an experienced financial planner having spent the first 8 years of his professional life with Australia’s largest financial services and banking group……….

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Director / Principal Planner

Aaron leads our Statewide Wealth team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify…….

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Schedule a call back and start your journey today!