Our advice process comes to you but we also meet with your accountant and financial adviser in the process and provide a comprehensive report to enable you to make a qualified and informed decision.
Our role is to ensure that the wealth accumulated by you over your working years is not lost by your exposure to risks. We develop consistent objectives for you, your family and the estate in accordance with your demands and to build financial security for your family members.
All insurance contracts are not the same and our qualified advisers will brief you on the definitions contained with the policy documents to ensure you have a complete understanding of the differences and how they may affect a claim.
It is important for all legal professionals to realise that Risk Management Plans are not static and need constant reviewing to ensure the insurance plans put in place today meet your changing circumstances tomorrow. We review your 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.