Play to Your Financial Strengths It’s easy to forget that financial advice isn’t always one-size-fits-all. While the advice may be solid, it still needs to take into account not only your personal goa …
Group Income Protection ⇑
Group Income Protection Insurance, also known as Group Salary Continuance Insurance, is an essential risk mitigation strategy for employers in today’s complex legal environment. Find out more.
The IAS Investment Philosophy ⇓
A successful investment strategy relies on a considered, consistent approach that is flexible enough to be tailored to each client’s unique circumstances. However, our essential investment philosophy always remains the same: It is goals-focused, balanced, disciplined, transparent and value-driven. Find out more
⇐ The IAS Client Journey
When you engage us to help with your financial planning and insurance needs, we will take you through our proven client journey.
This process ensures we will find the best tailored solutions for your personal circumstances and goals. We’ll guide you through initial discovery and focus meetings, our in-depth analysis of the scope of work required, strategy sessions, implementation of our advice, and ongoing coaching and reviews of your goals and progress. We’ll be with you each step of the way as your financial aspirations become reality. Learn more about our Client Journey.
Business Insurance ⇓
Making sure your business is covered with a comprehensive range of tailored solutions is critical, yet there are a number of key insurance policies that business owners often neglect to consider. These include Business Interruption, Key Person, Management Liability and Cyber Protection insurance. We’re here to help you figure out exactly what you need to fully protect your business and livelihood. Learn more
Your personal money coach ⇑
MoneyCoach4U is our exciting new service! MoneyCoach4U has found the sweet spot with a series of programs and strategies designed to encourage you to start the process of regaining control of your financial well-being. Find out more
Brokers = Peace of mind ⇒
Handling the daily challenges of running a business can be difficult enough, but when things go wrong you really want to have someone in your corner to help you navigate your way through the issues and roadblocks that can occur when you need to claim on a policy. This is where your broker steps in. We ensure you have the right policies, make sure they are up to date, and we advocate on your behalf with the insurance companies – so you can keep focusing on the business of doing business.