Business Details
47 Years
experience
Your Trusted Insurance Broker in Sydney
Established in 1979, we are one of Australia's most trusted insurance brokers, dedicated to providing tailored life, income protection, and trauma insurance solutions. Our team of qualified brokers works directly with clients to assess individual circumstances and recommend policies that align with their unique needs. With over 15 years of experience, our advisors prioritise transparency, offering obligation-free quotes and no hidden fees. We pride ourselves on simplifying the insurance process, ensuring clients understand their options while saving on premiums.Our commitment extends beyond policy acquisition, as we provide dedicated claims support to help clients navigate challenging times. Operating from offices in Sydney, Brisbane, and the Gold Coast, we serve clients Australia-wide, maintaining strict privacy standards and avoiding third-party information sharing. Our reputation is built on decades of expertise, a client-centric approach, and partnerships with leading Australian insurers to deliver quality, customised coverage.
Services
Life Insurance
Income Protection Insurance
Trauma Insurance
Keyman Insurance
Business Expense Insurance
Details
- Year established: 1979
Highlights and features
- We have over 40 years of combined experience in the insurance industry
- We offer obligation-free, free insurance quotes with no hidden fees
- Our brokers work directly with you to tailor insurance options
- We provide dedicated claims support services for policyholders
- We partner with leading Australian insurance companies for competitive rates
Associations and certifications
- Australian Financial Services License (AFSL 493386)
What people say
5-star service
Personalised solutions
Expert guidance
Reliable
Transparent
Services
Life Insurance
Life insurance provides financial protection for your loved ones in the event of your death. Our brokers help clients select policies that cover outstanding debts, funeral costs, and ongoing living expenses. We partner with multiple insurers to offer competitive rates and flexible terms tailored to individual circumstances.
Income Protection Insurance
Income protection insurance replaces a portion of your income if you're unable to work due to illness or injury. We assess clients' financial obligations and lifestyle needs to recommend appropriate coverage levels. Policies can be customised with waiting periods and benefit durations that suit individual employment situations.
Trauma Insurance
Trauma insurance provides a lump sum payment upon diagnosis of a specified critical illness. Our advisors help clients understand policy definitions and exclusions for conditions like cancer, heart attacks, and strokes. Coverage amounts are tailored to address medical expenses and recovery needs.
Keyman Insurance
Keyman insurance protects businesses from financial loss due to the death or disability of a key employee. We work with business owners to determine appropriate coverage levels based on the individual's value to the company. Policies help maintain business continuity and support recruitment of replacements.
Business Expense Insurance
Business expense insurance covers essential operating costs if the business owner becomes disabled. Our brokers help calculate appropriate coverage for rent, utilities, and employee wages. Policies ensure businesses can maintain operations during periods of temporary disability without depleting savings.
People
Steve Davies
CEO & Financial Adviser
Steve Davies, CEO and Financial Adviser, has over 15 years of experience in the insurance industry. He leads our team in providing tailored insurance solutions to clients across Australia, focusing on transparent advice and long-term client relationships.
Questions
What insurance products do you offer?
We provide life insurance, income protection, trauma insurance, keyman insurance, and business expense insurance tailored to individual and business needs.
Are your quotes truly free and obligation-free?
Yes, our quotes are completely free with no obligation. You can receive multiple quotes without any commitment to purchase a policy.
How do you get paid for your services?
We receive commissions from insurance companies when we find suitable policies for clients. This means our advice costs you nothing directly.
Do you help with insurance claims?
Yes, we provide dedicated claims support to help policyholders navigate the claims process and ensure timely resolution of their claims.
Can you review my existing insurance policies?
We offer obligation-free policy reviews to assess whether your current coverage meets your needs and identify potential cost savings.
Reviews (4)
Andrei Mayer
Jul 18, 2021
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Steve expertly guided us through the process of obtaining suitable policies to meet our needs and budget. After some negative experiences with financial planners, Steve's knowledge and expertise in insurance gave us complete confidence in the advice given and the products ultimately selected.
Elesha Bowman
Dec 27, 2020
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Positive:Professionalism,Responsiveness
We only have positive things to say about our experience with Steve. Not only did he save us thousands of dollars, he was very responsive to all requests and to top it off, he came to us! Highly recommend his services.
We only have positive things to say about our experience with Steve. Not only did he save us thousands of dollars, he was very responsive to all requests and to top it off, he came to us! Highly recommend his services.
Ash O.
Nov 15, 2020
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I was having trouble navigating the life insurance world, compounded by the recent loss of my husband and the fact that I had some unusual medical requirements. I was getting nowhere on my own and was frustrated by the slow process with one of the popular comparison websites. Thankfully I called Steve Davies. He helped me understand my options and dealt directly with underwriters to find out what coverage I could get and for the best price. He kept me informed every step of the way and ensured my request didnt get put into the too hard basket. Very happy with my outcome. I feel much better
Alison Olefield
Oct 12, 2020
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Steve has been myself and my partners insurance broker for the past 6 years and was referred to me by a friend. My partner had a claim last year on his Income Protection and Steve was brilliant. He was even nice enough to come over on a Sat to help us complete the claim forms.
