Resources

Guides, checklists, and tools

Practical content to help construction, civil, engineering, trades, and manufacturing teams plan and protect their projects.

Access the most-requested documents, templates, and external connections used for approvals, lending, and project compliance.

If you are unsure which resource fits your project or need help integrating with a platform, book a call and we will guide you.

Featured resources & links

Practical templates, checklists, and curated links to speed up approvals and reduce risk before you break ground.

Documents

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Financial Services Guide

Our Financial Services Guide (FSG), including key information about how we work.

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Privacy Policy

How we handle personal information and privacy.

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Website Terms of Use

Terms and conditions for using this website.

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Platform Terms of Use

Terms for using platform workflows and tools.

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Insurance Brokers Code of Practice

Industry standards and guidance for insurance brokers.

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Customer Vulnerability Policy

How we support customers who may be vulnerable.

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Complaints Policy

How to raise a complaint and what to expect.

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Connections (links)

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SITE — VIC: Owner-builders hub (VBA)

Central hub explaining owner-builder rules, training/assessment, registers, and key steps.

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SITE — VIC: Domestic Building Consumer Guide (download page)

A government resource hub for homeowners—useful education material for residential risk conversations.

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Integrations waitlist (coming soon)

Join the waitlist for early integration access and updates as releases open.

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Need help choosing the right resource?

We are here to help. Book a call and we will point you to the best document or integration for your project.

General Advice Warning

Any advice about insurance that we give you is of a general nature. We do not consider your individual objectives, financial situation or needs. It is up to you to choose the cover you need, and you should carefully read the documents that form part of the policy before deciding whether the insurance is right for you.