When time is money, your time is spent well with Neil
Expert guidance for professionals & business owners with premiums over $10,000 p.a
With only 1% of Financial Advisers recognised as an Insurance Specialist¹
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Are you covered for
life’s uncertainties?
Are you paying over $10,000pa on your Insurance premiums?
Have your circumstances changed, and you need a review?
Let me help you find the best coverage for your needs.
Protect your business from unexpected challenges
If your business partner dies or becomes disabled, how will you buy out their estate quickly and fairly?
How will your business survive the loss of a key person?
Let's find solutions together.
My expertise is at your service
With 34 years of industry experience and a specialist support team with over 80 years combined experience, we are a professional, friendly, and knowledgeable Team.
Bringing clarity to your insurance choices, ensuring confidence and peace of mind every step of the way.
I’m here to support you, your family, and your business,
especially at the time of a claim.
500+
Happy clients who appreciate
our friendly, quality solutions
34+
Years of industry experience
5⋆
Rated 5 out of 5 stars
on Google
Why Choose Me?
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Insurance Specialist
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Peace of Mind
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Financial Certainty
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Dedicated Support
What my clients say
Discover comprehensive insurance solutions tailored to meet your personal and business needs, for those who demand the best.
Our specialised services ensure you are well-protected and financially secure.
Personal Protection
Life Insurance, Total Disablement
Trauma Insurance
Income Protection
Business Expenses Protection
Business Protection
Buy/Sell (Succession) Insurance
Key Person Protection
Debt/Loan Protection
Review of Existing Insurance
Pay less for the same cover
Have more cover for the same cost
Get better-suited policies
Pre-Assessment Service
We research the market discreetly for clients with health histories, occupational risks, or unusual pastimes.
Claims Management
For our clients, we can manage the claims process for a modest fee. For non-clients, we offer representation for a fee.
New Circumstances
We’ll guide you through the range of cover types and options to suit your needs and budget.
Let’s Talk!
The first 20 minutes is on me. Let’s talk for free.
Tell me what you’d like to achieve – and I’ll scope out the best course of action and provide you with transparent pricing.
Hi, I’m Neil
Partner. Senior Adviser.
Specialist Insurance Advice.
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I specialise in ‘People’ Insurance for Business Owners & Professionals.
With a degree in Economics from UQ, as a 20-year-old I followed my father’s footsteps into the Insurance Industry. I worked for a large Insurer as part of their Graduate Program, which provided great exposure into many different aspects of the business, from the ground up.
With this foundation, and now close to 30 years later as a business owner and Adviser, I’ve learned so much about helping clients help themselves to make important decisions with clarity and confidence. Feedback I often get is that I’m ‘good at making the complex, simple’. Great, I’ll take that!
Many Financial Advisers do some Insurance, but not many specialise to the level I do. Data from a recent study reported that “Across Australia, there are now around 150 ‘pure risk’ advisers. In other words, less than 1 per cent of the retail advisers in the country fall into this category”.¹
I know that I’m one of a rare breed.
I have clients from many different industries and have always had a special interest in the insurance needs of Veterinarians, having worked closely with Vets since my career began. It’s rewarding after many years and many happy clients later, to still be getting nice feedback from new Vet clients saying : Justin Ward quote – “for the first time I think I understand my Insurance”
I hope to talk with you soon. Quite likely, sport, music, mindset &/or family will come up in conversation at some time. I’d love to learn what interests you.
Don’t pay for policies that are costing you more
We’re more than advisers, we’re your Fairway financial family.
Got some questions?
We’ve got answers!
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We have no alliance or allegiance to any insurers, although we know the ones who do it better. We always put your best interest first.
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Fortnum Private Wealth, a subsidiary of The Entireti Group, holds the Australia Financial Services Licence (AFSL). Fortnum is one of the largest adviser networks in Australia.
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All new clients and referrers are offered a free 20-minute initial phone meeting. I will discuss your needs and provide a fixed fee quote.
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Once we have access to all necessary information, we aim to review and report within a week. Formal recommendations take around three weeks.
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Yes, we can work with financial advisers or accountants for the initial stages of a review. I have an obligation to ‘know your client’ and recommendations can only be provided to the client, when the above is met.
Take control of your finances
Experience. The Difference.
REFERENCES
1. "At Risk of Extinction: What's Next for Life Insurance Advisers?" Adviser Ratings, published on October 8, 2021. Available at: https://www.adviserratings.com.au/news/at-risk-of-extinction-what-s-next-for-life-insurance-advisers