Finance & Insurance
Trusted financial services for Australian businesses and individuals.
- 09Division number
- 6Core capabilities
- 6Industries served
- AUNationwide reach
About our Finance & Insurance division
Banking partnerships, insurance broking, advisory and risk management, delivered by AFSL-licensed teams.
Our finance and insurance arm supports Australian SMEs, corporates and family offices with commercial banking partnerships, general and life insurance broking, risk and compliance advisory and wealth management — wrapped in a relationship model rather than a transactional one.
Our Finance & Insurance division brings together experienced advisors, brokers, and analysts under one roof. We provide commercial finance brokerage, connecting businesses with the right lending partners for acquisition, working capital, equipment finance, and property development. Our insurance team offers comprehensive general insurance, life insurance, and income protection solutions through our network of APRA-regulated insurers. Our wealth management practice provides strategic advice on superannuation, retirement planning, and investment management. We pride ourselves on a relationship-driven approach — our clients deal with the same advisor year after year, building deep understanding of their business and personal financial goals.
Capabilities delivered to AS/NZS standards.
- Commercial banking partnerships
- General and life insurance broking
- Risk and compliance advisory
- Wealth and succession planning
- Equipment and asset finance
- Self-managed superannuation funds
Our work in Finance & Insurance.
Industries served across Australia.
Our Finance & Insurance team works alongside operators, owners and public sector clients in the following industries.
- SMEs
- Corporates
- Family offices
- Not-for-profit
- Professionals
- Property
European partnerships and standards.
We maintain strategic partnerships with specialist European firms to bring global best practices, technology, and quality standards to our Australian operations.
Finansrådgivning ApS
Denmark
Financial advisory and risk management consulting
Kapital Partners GmbH
Germany
Wealth management and investment advisory
Other divisions
- Division
Engineering & Construction
Mechanical, electrical and process engineering paired with commercial and residential construction delivery.
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Manufacturing & Production
Contract manufacturing, fabrication and process production for industrial and consumer markets.
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Real Estate
Residential, commercial and industrial property development, investment and management.
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