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Financial Planning ⇑

With the right guidance, it becomes easier to pave a path towards financial security and growth. Financial Planning is the key to unlocking your financial potential and setting a course for the future you desire. 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

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.

Our free E-Books are the guides you need ⇒

Our E-Books provide helpful tips, guidance and facts about about how to avoid common superannuation pitfalls and key strategies for growing and protecting your small business. Click here to read more and download these valuable resources - for free!

Client Testimonials

Our previous broker told us to expect a 50% increase this year, but Lisa’s work in understanding our business and industry meant the policies were reviewed and compared, and we reduced our overall premiums! In this current market, that is amazing. We are so happy we engaged IAS and highly recommend you do the same.

Megan Allan
Australian Roundhouses

Had public liability and contents business insurance through IAS since 2018. Our business flooded one weekend in mid-2022. Teresa called back after hours to inform us of the process. The assessment and claims process with the insurer we are insured with via IAS was very efficient. Easy to deal with.

Sarah Huscroft

Insurance Advisory Service has been providing CareerDC with Interns' Insurance Cover for 6 years now. They are professional and responsive. What I like most about them is that they take the time to understand your business and customise the insurance solutions accordingly. I highly recommend Insurance Advisory Service.

Miqdad Hassan

I've been using IAS for years for both business insurance and financial planning. Jo and the team at IAS are great to deal with. They are always proactive and always make sure to follow up so that we don't miss anything. They also shop around to make sure we get the best deal available, saving me time and money. Can't recommend IAS enough!

Michael Lam

Case studies and articles