Indexed Universal Life Insurance
in Oceania

“Carlton is an experienced & learned professional in the life assurance space, who has helped, not only clients but me, navigate the world of high value life assurance through education on the concepts, the application, the processes, and procedures in a clear and concise manner, as to allow me to imbibe others with the same knowledge. He is affable, thoroughly professional and is a pleasure to work with many of my clients and colleagues”.

Raj Srivastava

Executive Director at

 

Arrow Capital

“Carlton Crabbe and the team at Capital For Life have been an immeasurable asset. Carlton’s experience in structuring solutions for our HNW clients has been a great benefit to our team, and the feedback from our valued clients has been unanimously positive.”

Bob Bhowmik

Chief Operating Office at

 

SVN Capital

"I've had the pleasure to work with Carlton and the whole team on a number of occasions. I've found them very professional and thorough when preparing UL cases for my clients. Carlton has a wealth of knowledge on his offering and the whole CFL team is first class in their work behind the scenes."

James Gormley

Senior Partner at

 

Finsbury Wealth

"Working with Carlton is a pleasure. He delivers a constant high level of quality work and is always responsive and communicative."

Hugh McGrenra

Business Development Manager at

 

ARIA Capital Management

"Carlton is an invaluable trusted advisor who identified creative solutions for my high net worth clients using specialised life insurance options. He is a true expert in this field and someone who increases the professionalism in this specialist area."

Marc Beattie

Director at

 

Wealth Management Services

“Carlton has been exceptional in helping us and our clients with the best support and guidance we could wish for.  We will continue to use Carlton forever more and would highly suggest that everyone else does the same too.”

Stefan Terry

Chief Executive Officer at

 

SVN Capital

“Having worked with Carlton for many years, I saw first-hand the care he took to get to the right solution for clients and how collaborative he was with colleagues. In recent years, he has specialised in offshore planning, notably trusts and life assurance, to an extent that there’s nobody I’m aware of in the industry who knows more about those areas.”

Simon Bullock

Founder of chartered financial planning boutique,

 

Mulberry Bow

"Carlton really stands out as a true expert within the market. Carlton has been instrumental as a trusted advisor to my high-net-worth clients because of his ability to provide specialised and creative life insurance products for retirement and estate planning."

Lloyd Simpson

Partner at

 

GSB Capital

"I highly recommend Capital for Life for when it comes to life insurance solutions. The team is extremely knowledgeable & professional. Carlton is a true expert in his field and he along with the team always remain on hand to provide assistance."

Gareth Bowkett

Associate Director at

 

Indigo Financial Analysis