RISK
Don't leave your loved ones' financial future to chance. Plan ahead and secure their wellbeing.
Safeguard your financial freedom today
With Independent Financial Planning
What is Risk Planning?
Risk planning is about securing your income, maintaining your lifestyle and protecting the future of those you care about
We Align Your Finances with Your Dreams
Goals
Get to grips with what you want.
Needs
Consider the impact of illness, disability and death on your goals
Planning
Personal, simplified, comprehensive yet affordable plans
Review
As life happens and things change we need to review and keep up-to-date
Financial protection for your loved ones in the event of your unexpected passing. Secure their future by settling debts and providing an income.
Considered by many to be the foundation of your plan. Income protection provides you with income in the event of illness or injury.
A tax-free lump sum payment in the event of a permanent disability. Used to cover medical expenses, bonds, other debts, and daily living costs.
Pays on the diagnosis of an illness. It can be used to cover medical expenses, make changes to your home or car, or replace lost income during recovery.
Our Risk Providers
We work with the best!
Get a quote comparison today
Our Personal Risk Services
Personal and Family Planning
Protect yourself and your loved ones from life’s uncertainties with your personal roadmap. Some of these services include:
- Life Stage Planning
- Estate Planning
- Personal Risk Management
- Tax Guidance
- Will Drafting
Business Owner Services
Financial Planning specific to the needs of shareholders, directors and self-employed individuals.
- Business Needs Planning
- Buy and Sell Agreements
- Owner and Shareholder Risks
- Key Person Insurance
- Tax Reduction Strategies
Employee-Sponsored Services
Planning specific to employers which to improve employee wellness and their retention.
- Retirement Fund Planning
- Risk Scheme Planning and Administration
- Group Risk Analysis
- Financial Workshops and Wellness Days
We've seen the positive impact that well-planned risk management can have on people's lives.
So why wait?