Welcome To Holdfast Life

At Holdfast Life & Invest, our philosophy is to treat each client with honesty, integrity, confidentiality and provide a service that achieves our clients’ objectives to protect their family and their lifestyle and assist them to meet their financial goals.

We provide a range of personalised financial services, catering for both individual and corporate clients.

Holdfast Life & Invest has been a family run company for over 20 years. We understand the importance of providing for your family and finding the right advice is crucial to protecting them from risks.

Each family is unique, talk to us about the right financial advice for you and your family today.


Services available at Holdfast Life

  • Tailored advice
  • Risk insurance
  • Business insurance
  • Key person solutions
  • Loan Protection
  • Wealth Protection
  • Estate Planning
  • Succession Planning
Financial Services Guide (FSG) [2021 – Holdfast FSG_download.pdf – 6.36MB]

Adviser Profile: Ian