What we Offer

Protect your clients. Grow your business. Partner with Surety Advisers.

Surety Advisers

Partner with Surety Advisers


Flexible life insurance partnerships for professionals who want to protect their clients and grow their business.


Choose from referral, joint venture, or authorised representative models.



Flexible Models to Suit Your Practice


At Surety Advisers, we work with professionals across finance and insurance—including accountants, financial planners, mortgage brokers and general insurance brokers. We help you offer trusted life insurance solutions without adding compliance risk or operational burden.


  • Referral Model
    Refer clients to Surety Advisers and receive commission. We handle the advice and compliance.


  • Joint Venture Model
    Co-own a life insurance business with shared equity and profit.


  • Authorised Representative (AR) Model
    Operate under our AFSL with full support while growing your own advice brand.



Choose the Path That Matches Your Profession.




Financial Planners

Let Go of Risk Advice – Keep the Client

Whether you’re exiting life insurance advice or never offered it, refer to Surety Advisers or partner in a JV to keep your clients protected and engaged.



Accountants

Add Life Insurance to Your Service Offering

Strengthen your client relationships and generate additional income by partnering through a referral or equity model.




General Insurance Brokers

Expand into Life Cover Without the Licensing

Refer clients or co-create a life advice business while staying focused on general insurance.



Mortgage Brokers

Help Clients Protect Their Home and Debt

Add life insurance to your offering to protect loans and build new revenue through referral or JV models.




Authorised Representatives

Run Your Own Advice Business Under Our AFSL

Become an AR of Surety Advisers and receive compliance, licensing, and business support to grow your own life insurance practice.


Start the Conversation Today

Let us help you find the right model for your goals—referral, JV or authorised representative.

Capitalising on the real-world experience

We explore some of the latest trends and strategies

referral partnership Surety Advisers
January 23, 2026
Find out how brokers and advisers work together under the Surety Advisers model to share clients and strengthen services.
January 23, 2026
Building a successful advice business takes more than technical knowledge. It requires trusted partnerships, solid systems and people who genuinely care about your success. That is where Surety Advisers stands apart. Surety Advisers works closely with authorised representatives to help them grow their business on their own terms. We are big enough to provide the structure and governance required under our AFSL, yet small enough to offer genuine one-to-one support. Our advisers maintain full control of their client relationships and branding while enjoying the assurance that comes with professional oversight, compliance guidance and business mentoring. We help you stay focused on advice, not red tape. Our network includes financial advisers, life insurance specialists and referral partners who share ideas, resources and opportunities. Working together helps everyone grow stronger. Surety Advisers provides the support, systems and personal connection that help advice businesses thrive. Contact us today to learn how partnering with Surety Advisers can take your business to the next level.
June 6, 2025
Joint Venture with Surety Advisers
Surety Advisers
Surety AdvisersSurety Advisers
Surety Advisers

If you have the idea we will find the right way

We're here to help you grow your business.

Surety Advisers
Surety Advisers