
Insurance and risk strategies designed to protect your financial future.
Tailored insurance solutions that help protect your income, family, business and the financial future you've worked hard to build.
Insurance and risk strategies designed to protect your financial future.
Expert advice
Core's insurance team exists to help all our clients secure their future. Life doesn't always go to plan, which makes appropriate insurance essential.
Claims assistance
If things go wrong it is critical that you get the assistance you need to make a claim. Core's team has vast experience assisting clients through this process and being in their corner every step of the way.
A team focused on you
Getting the right advice around insurance and understanding the right options for you is deeply personal. That’s why we invest the time to know you and understand what you need to advise you on your best options.
Clarity and service
When something goes wrong, being confident and clear about how you're insured can make a significant difference to how you respond. Core aims to give our clients that level of surety so they can focus on what really matters.
Insurance and risk protection
Insurance is an essential part of a complete financial strategy, helping protect your income, your family and your long-term wealth objectives.
Personal insurance
Life, income protection, and trauma cover tailored to your circumstances.
Business insurance
Key person insurance, business expense insurance, and succession planning protection.
Claims support
We advocate for you through the claims process, ensuring you get the outcome you deserve.
Protecting your financial future starts with protecting the people who depend on you.
Whether you're building wealth, raising a family or preparing for retirement, personalised insurance strategies provide confidence that you and your loved ones will be financially supported if the unexpected happens.
We take the time to understand your circumstances before recommending cover that's tailored to your lifestyle, financial commitments and long-term goals.

Income is one of your most valuable financial assets.
If illness or injury prevents you from working, income protection insurance can help replace your income, allowing you to maintain your lifestyle and meet ongoing financial commitments while you focus on recovery.
Core helps you structure cover that suits your occupation, income and future plans, giving you confidence that your financial wellbeing is protected when it matters most.

Financial security for you and the people who matter most.
Whether supporting your family after your passing, providing financial assistance if you're permanently unable to work, or helping you manage the financial impact of a critical condition, the right cover can ease financial pressure during life's most challenging moments.
Core tailors your cover to complement your broader wealth strategy, ensuring it continues to meet your needs as your circumstances change.

Your business is one of your greatest assets.
Business insurance helps protect your business, the people who rely on it and the financial security you've worked hard to build.
From key person insurance to succession planning and business expense protection, Core develops tailored strategies that support your business through unexpected events while safeguarding your long-term objectives.

Debt Reduction
Insurance
Outstanding debt can place significant financial pressure on you and your family during an already difficult time. Debt reduction insurance is designed to help reduce or eliminate liabilities such as mortgages and business loans if illness, disability or death affects your ability to meet repayments.
By integrating debt protection into your broader financial strategy, you can move forward with greater confidence knowing your assets, lifestyle and loved ones are better protected.
Claims
Support
When you need to make a claim, we're here to guide you every step of the way. Core works closely with you throughout the claims process, helping prepare documentation, liaising with insurers and advocating on your behalf to make the experience as straightforward as possible.
Our support doesn't end when your policy is in place. Core remains by your side when it matters most, providing clear guidance and practical assistance so you can focus on what’s important while we help navigate the process with confidence.
Supporting better lending outcomes.
A successful settlement is just the beginning of a client's financial journey. Core works alongside our partners to provide integrated insurance and wealth advice that complements lending strategies, helping clients protect their income, their assets and their long-term financial future. Together, Core and its referral partners create better outcomes through ongoing collaboration and coordinated advice.
Lending Protection
Post-Settlement Advice
Integrated Strategies
Long-Term Client Support
Answers to your Core financial questions
What is Debt Reduction Insurance?
When a business owner or director secures a business loan, they generally sign a guarantee that directly or indirectly uses their personal assets as collateral. Often this guarantee is dissolved only when the loan is repaid in full, which means the lender could call on the guarantee in the event of disablement or death, leaving the guarantor and their family unprotected. Debt Reduction Insurance is designed to protect you and your family, so in the case of an insured event (death or disablement of the guarantor) the portion of the business debt guaranteed by that individual would be fully repaid.
What is Key Person Insurance?
When you ask most business owners what their most valuable asset is, you will find it is not their building, equipment or vehicles – but their employees. Key Person Insurance enables your business to claim compensation for any financial loss suffered if an insured incident occurs and results in a nominated personal being unable to work.
What is Share Purchase Insurance?
Share Purchase Insurance and Buy/Sell agreements act like a will for your business. All business partners enter into a legal, written agreement stating what is to happen with their individual interest in the business should one of the equity partners no longer be able to hold their position. The agreement protects against a number of circumstances including one or more of the business owners die or become disabled due to accident or illness
What is Income Protection Insurance?
Income insurance can provide a monthly benefit (relative to your income) in the event that you are unable to work due to accident or illness.
What is Trauma Insurance?
Trauma cover can provide you with a lump sum benefit in the event that you suffer from a trauma condition like cancer, heart attack or stroke. It allows you to repay large debts like your mortgage, help fund lifestyle changes like reducing your work hours, pay for someone to replace you in your business, cover your out-of-pocket medical costs or even afford the best treatment available.
What is TPD?
TPD insurance and/or critical illness cover can provide a lump sum benefit to you in the event of your total and permanent disablement. It allows you to repay large debts like your mortgage, make modifications to your home and provide for ongoing family living requirements.
Why do I need Business Insurance?
As a business owner, your business becomes an integral part of your life. Working long hours, investing your savings, and forfeiting your own salary to increase your business cash flow are just some of the sacrifices you make.
For this reason, business insurance is an integral part of growing your business. Making sure you are properly insured against unexpected events, protects not only your corporate interests, but the future of your employees, shareholders, clients and most importantly your family.
Every business is different, so you need a business insurance specialist that can advise you on the best insurance solution for your specific needs and growth plan. With access to a vast range of quality products, across numerous major financial institutions, our business insurance specialists will find you the right solution to secure the future of your business.
Why do I need Personal Insurance?
Every family is different and has their own personal requirements. Therefore, having an insurance specialist that can advise you on the best insurance solution for your specific needs is crucial. With access to a wide range of quality products, across numerous major financial institutions, our insurance specialists will find the right solution for you, your business, and your family.
What type of Insurance do you assist with?
We assist with a range of insurance products depending on each client's specific situation including:
- Life Insurance
- Total and Permanent Disability (TPD) Insurance
- Trauma Insurance
- Income Protection Insurance
- Share Purchase Insurance (Buy/Sell Insurance)
- Key Person Insurance
- Debt Reduction Insurance