Cover that protects your world when life changes.

Life doesn’t always follow the plan. Our role is to make insurance feel clear and straightforward, helping you protect the people, responsibilities and future you’ve worked hard to build. With thoughtful advice and long-term support, we’re here to give you confidence at every stage.

Book a Consultation

How the Right Cover Protects Your Future.

As life grows and changes, so do the people who depend on you. Insurance provides financial security through life’s uncertainties, helping safeguard your family, income, lifestyle and long-term plans.

We take the time to understand your responsibilities, what a meaningful life looks like for you and the future you want to build. From there, we shape insurance that supports your goals without unnecessary complexity or cost.

Tailored Insurance Cover

The right insurance can prove to be one of the most valuable financial decisions you make. We offer clear guidance across all major protection areas:

Life Insurance

Financial protection for the people who rely on you, providing a lump-sum to support your family’s lifestyle, home and stability during the toughest moments.

Income Protection

If illness or injury stops you from working, income protection replaces a portion of your income so you can continue supporting your family while you recover.

Trauma Cover

A lump-sum payment to ease the financial strain of a major illness. It helps fund treatment, recovery time and the support your family may need.

Total & Permanent Disability

Long-term financial support if a permanent disability stops you from returning to work, helping protect your family’s stability and future.

Business Insurance

Cover that protects your business, income and staff, supporting continuity through unexpected illness, injury or disruption.

  • Clarity you can trust

    Insurance should feel easy to understand. We explain everything clearly, outline your options and make recommendations with your best interests at heart.

  • Support that lasts

    As life evolves, your insurance needs will change. We monitor your cover, review your premiums and keep everything aligned with your goals and budget.

  • A fully connected approach

    Your insurance doesn’t sit alone. Our advice links seamlessly with your lending, wealth, legal and accounting needs so every decision works together to support your broader financial plan.

  • Ross and his team have offered wonderful advice for income protection, life insurance and disability insurance, all of which we have had to use due to my husband's illness. Forever grateful as it has taken away any stress at a difficult time. Thank you

    - Lisa Gordan

  • My experience with Lakeside has been very fortunate. I have received very good advice that has resulted in extremely good fortune because of trying circumstances that came my way. The products that were put in place made life changing good results from ensuing tragedies in my life. They have taken a genuine interest in me as a person and have looked out for me in every respect which is a hard thing to find in any Financial Services company these days. I would highly recommend and trust their advice.

    - Brad Holthouse

  • I have been with Lakeside Financial for many years. Ross and his team advised me on the best available insurance policies with true level premiums which meant that I could afford to continue with Trauma and Income Protection as I got older. When I did develop serious health issues, Lakeside supported me all the way with my claims. I am very grateful for their help and honest advice.

    - Alan Forte

Is it time to update your insurance?

Life moves quickly, and your insurance should move with it. If you’re buying a home, growing your family, changing jobs or simply wondering whether your cover still fits your needs, it’s the perfect time for a review.

Insurance

FAQs

How much insurance do I need?

It depends on your income, debts, family responsibilities and the lifestyle you want to protect. We’ll help you work out what’s appropriate for your situation.

Can I hold insurance inside super?

Yes. Some cover can be funded through your superannuation, which may help with affordability. We’ll explain the benefits, tax implications and any limitations.

What affects my premiums?

Factors include age, health, occupation, lifestyle and the type of cover chosen. We ensure your structure is cost-effective without compromising your protection.

How often should my cover be reviewed?

We recommend reviewing your insurance annually or whenever a major life event occurs.

What if I already have cover?

We can assess what you have, check if it’s still suitable and identify opportunities to reduce costs or improve your level of protection.

Start your financial journey with confidence.