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Your family is different from every other family.
Your business is different from every other business.

So why should you have a broker
that's the same as every other broker?

Independent Financial Planning & Advice

Our approach isn't about selling you something you don't need.

 We prioritize trust and nurturing lasting relationships

Feeling unsure of where to begin? Keep scrolling to discover more

 

Just For Teachers!!

Get educated on your financial options

Salary Protection

Your safety net for ANY illness, injury, or disability,

Protect What Matters Most

Stay ahead by securing life insurance, critical illness coverage, and mortgage protection.

Financial Planning

Assisting You in Building Wealth for Financial Independence

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Saving and Investing

Make your money work harder for you!

Is it better to save or invest?

 

Expert Pension Advice

Expert Pension for your secure retirement

Teachers Pensions

Teachers Pensions, everything you need to know about your pension. Bottom Line the Department of Education or ETB want 40 years’ service from you, it is also capped at 40 years!

Income
Protection

Life
Cover

Pension
Services

Income
Protection

Life
Cover

Pension
Services

Have you ever considered what would happen if you got sick or injured and could not work? Could you run your house on the state benefits (if you...
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Help protect your family's financial future. Insure your most precious asset, your own life. You work hard to keep your family happy, healthy and secure. But what...
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Saving for retirement is important. People are living longer and leading more active lives in retirement. As a result, it is more important than ever for you to think about...
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Critical
Illness

Personal
Savings

Investments

You probably consider dying to be one of the biggest risks you'll face. And to protect your family you might have life insurance in place. If you do, it's a great...
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Whether you intend to save regularly or have a lump sum to invest, we have lots of sensible options to choose from. To help you make the best choices for...
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Investing a lump sum is a great option if you want an opportunity to grow your money over time. We offer access to funds with varying levels of risk and return...
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