1300 590 790

Mon-Fri 9 AM - 5 PM

Client portal

Risk Management Services

Financial Services
Book An Appointment

We offer the peace of mind that comes from knowing you’re protected financially if the worst happens. Our team will take the time to ensure that you and your family are protected.

Whilst the topic of personal insurance may be an uncomfortable one to consider, the reality is that life is unpredictable. There are many illnesses and injuries we risk as individuals which may impact our ability to work and provide for ourselves and those we care about. Personal Insurance is a tool that, when skillfully acquired and managed, can help to safeguard against the impact of these risks on your wellbeing. With our extensive knowledge and experience, we can help you find a policy most suitable for your life and financial situation.

We can advise regarding the following insurances:
  • Life Cover
  • TPD
  • Critical Illness
  • Child Critical Illness
  • Income Protection
  • Business Expenses
  • Key Person
  • Buy/Sell

In addition to the above, we offer a comprehensive claims service. Whether it be for a simple income protection claim or a more complex TPD claim we take away the hassle so you can focus on your recovery.

Risk Management

Almost all investments carry some level of risk. There are 2 key factors for managing this and you should always consider these carefully. They are:

  1. The amount of risk you’re comfortable with and are willing or can afford to take
  2. The protection available to shield your investments from any potential risk

We offer assistance in the management of both these important drivers. It’s always useful to talk them through so that you get a clear picture of the potential consequences of any investments you intend to make. You need to consider how you would cope both fiscally and emotionally with any future uncertainty.

9AM - 5PM

Monday – Friday

1300 590 790
[email protected]

Contact Our Advisors

Help with Risk Analysis

We’ll take a close look at your personal and/or business circumstances. This will involve examining the management of:

  • Your previous financial accounts
  • Your current financial position and responsibilities
  • All the possible investment opportunities for the future

We’ll want to find out as much as we can about how you react to financial issues. We all have differing levels of risk tolerance that can vary over time.

Our characters, past experiences, personal circumstances and expectations all play into where we stand on the risk scale. Time spent weighing these factors up is, in itself, a sound investment in your future.

Personal and Family Protection

We consider a range of products that can help keep your finances secure in certain unforeseen circumstances. Protections include:

  • Total & permanent disability (TPD) insurance: assists with medical & rehabilitation costs
  • Life insurance: pays out a lump sum if you die or become terminally ill
  • Trauma insurance: covers you (or a child) if there’s an unexpected critical illness
  • Income Protection: pays part of your earnings if you can’t work due to illness or injury

Each comes at a financial cost but is worth considering, especially if others like a partner or children, depend on you, your income and assets. We can help you make an informed decision about what may or may not be the right options for you.

Business Insurance and Buy/Sell Agreements

We can offer a similar range of Key Person insurance products for those customers with businesses. These include policies that cover business expenses along with Buy-Sell arrangements. These can provide cash to buy out a departing owner’s share in the event of a death, serious injury or critical illness.

Claims Management

When you need to make a claim, the chances are it will come with some level of emotional impact. The temptation can be to hand over the management of any claim to a lawyer to deal with as the complexities can feel overwhelming.

We can save you money by stepping in to manage any time-consuming claims. We have an in-house team to look after all types of claims connected to all kinds of insurance products. These include personal to retail and business to group policies.

Our team will take over the reins giving you the space and time you need to focus on important life events that you and your family may be trying to process.

Contact Your Financial advice team

Let us take it from here

Call Now
Client Portal

1300 590 790