Owners of a growing small to medium businesses looking to secure their financial future.

  • Typically family owned or single dreamstime xs 21040640partner business aged 35-55
  • Generally operating in or supporting the resource sector
  • Have 2+ employees and have been in business for 2+ years
  • Owners work very hard and success & income is dependent on them
  • “We know we need help but we don’t know who to see”
  • “What happens to the business or my family if something happens to me?”

Our processes are friendly and effective >>

Being a referral built business, we appreciate the trust that our clients and referral partners show by referring friends, family and colleagues.