Financial Risk Analysis involves:

 

Firstly identifying what the risks are;

Quantifying the financial exposure of the risks, and

Developing a tax effective Estate and Risk Management Plan to meet the client's needs,

Analysing the available insurance contracts to ensure the most suitable and comprehensive protection against the risks is achieved.

This analysis needs to be done in both the business and personal environment.

An important ingredient to Estate and Risk Management Planning is that it is never static and therefore proper monitoring is essential to ensure the plan implemented initially is reviewed and changed to suit current needs and circumstances.

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