Tailored protection plans to secure your family, your hard work, and your assets against the unknown.
Protect Your FutureWe build tailored plans for people needing protection packages against the unknown. It is important to ensure your family, hard work and assets are protected when you as the key individual need to take time out due to unforeseeable circumstances.
Led by Joshua Krause, we specialize in providing clear, actionable financial and insurance advice to the Sunnynook community, ensuring that when life changes unexpectedly, your financial security remains steadfast.
A comprehensive session to understand your current situation and begin building a professional relationship.
Working together to define exactly what you want to achieve for your financial future and security.
Identifying key risks and determining what assets and individuals need the most protection.
Determining your comfortable investment level to ensure you are adequately protected without overextending.
Owner & Principal Adviser
Passionate about delivering excellent Finance & Insurance services to the Sunnynook community. Joshua focuses on building long-term relationships through trust and tailored advice.
Yes, walk-ins are welcome. Depending on availability, we can establish an initial relationship and rebook for a more suitable time to delve deeper into your requirements.