We have been working with accountants since 1992. We appreciate that accountants are systemised, analytical and process-driven people that demand not only thorough research be completed but the outcomes be based on accurate information.
Our advice process clearly sets out the client's circumstances; and analyses and documents their financial affairs. The resulting comprehensive report enables you and your client to make qualified, informed, decisions.
Our role is to ensure that the wealth accumulated by your clients over their working years is not lost by exposure to risks.
We develop consistent objectives for their family and their estate, in accordance with your requirements, to build financial security for your clients.
Your clients develop a trusted relationship with you and our clients develop the same trusted relationship with our advisers.
It is important for all accounting professionals to realise that Risk Management Plans are not static and need constant reviewing to ensure the insurance plans put in place today for your clients meet their changing circumstances tomorrow. We review our clients' circumstances annually. This is vitally important in the early years, as your earnings grow.
While you build a career, we’ll help protect your wealth and your family's future.
As specialists in Risk Management Planning, we understand both the unique circumstances of your profession and the opportunities available to you. We can help you put the right structure in place now to ensure the protection of your cash flow and tax effective management of your business and personal debts.
If you’re already well into a career, we can review your current structure to ensure you’re maximising the available opportunities.