Financial Risk Analysis involves:

 

First of all, identifying what the risks are;

Quantifying the financial exposure of the risks;

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

Analysing 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 factor in Estate and Risk Management Planning is understanding that it is never static. Therefore, proper monitoring is essential to ensure the plan implemented initially is reviewed and amended to always suit current needs and circumstances.

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