Setting Sail: The Official Launch of Co-Pilot Finance & Insurance

CPFI Blog Post - Launch Party

February 2025 | Sydney Harbour

An unforgettable (and slightly damp) night on the harbour

In February, we officially launched Co-Pilot Finance & Insurance with a night to remember aboard Ghost II, cruising through Sydney Harbour with some of our clients, partners, and industry friends.

Sure, it rained — but spirits stayed high, the views were unbeatable, and it gave us the perfect backdrop to celebrate a business that’s been years in the making.

Why Co-Pilot?

Co-Pilot was created to solve a common problem: small business owners juggling multiple service providers to get the support they need. Finance in one place. Insurance in another. Nothing really connected — and everything taking twice as long as it should.

We knew there had to be a better way.

So we built it.

Co-Pilot brings finance and insurance together under one roof, offering business owners a simpler, smarter, and more aligned experience. Our team brings deep industry expertise across both areas, allowing us to tailor solutions that make sense — not just in theory, but in practice.

We’re here for the operators. The builders. The business owners who want fast answers, genuine advice, and partners who get it.

What makes us different?

  • We look at your whole business, not just one slice of it.
  • We offer real advice, not cookie-cutter products.
  • We work fast, stay accessible, and speak your language.

Whether it’s asset finance, business lending, commercial property, or protecting what you’ve built — we’ve got the people and the process to support you.

The launch: a big moment for a bold idea

Our launch party wasn’t just a celebration — it was our first chance to say thank you.

To our referral partners, clients, and supporters: your belief in this concept has helped turn it into something real.

We were proud to share the night with so many familiar faces and to introduce Co-Pilot to others for the very first time. The conversations, the connections, and even the soggy shoes were all part of a night that marked the start of something we’re incredibly excited about.

Let’s talk

Co-Pilot is now operating across multiple states, and chances are, we already have an agency near you.

If you’re ready to simplify your business finance and insurance — or just want to learn more about how we work — we’d love to hear from you.

📞 1300 673 171
📧 apply@cpfi.com.au