Risk
Management

Protect what you really care about

While it’s important to focus on what may go right with your situation, it’s also crucial to consider how you and those you care about may be impacted without protections in place.

We help identify risks that could catastrophically hurt your financial situation and consider the best way to transfer that risk to someone else using insurance. By transferring risk to the deeper pockets of an insurance company in a cost-effective manner, may be prudent to minimise the financial damage of an unanticipated event.

Personal Risk Management

Personal risk management is all about protecting your biggest asset, YOU!

We will analyse your current situation and make recommendations that are in your best interests. We use independent research to provide a solution that meets your needs and by being independent and non rather aligned to any one insurer we are in the best position to offer you the right solution.

We always act in your best interests, which means your needs drive your insurance – and not the other way around. We look at risk management planning from five angles:

What if you can’t work?

How to protect your ongoing way of life in the event of an illness or injury

What if you die?

How to protect those that you care about in the event of your death

What if you have a major illness?

How to cover you in the event of a major illness such as cancer, heart attack, stroke and lots more

What if I’m permanently disabled or can never go back to work

How to cover you, your lifestyle and those you care about in the event of never being able to work in your chosen profession again.

What if I have a health scare

How to cover you and your family to ensure you get the best possible health care when you need it.

Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Financial Planning

We will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

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Retirement Planning

We are here to help you avoid your own personal retirement crisis, by putting in a financial plan using our Common Sense process.

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Risk Management

We will help you understand the risks to achieve your true wealth vision and develop a plan to protect those you care about most.

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Investment Management

Our disciplined, evidence based strategies provide your portfolio with the proactive service you need to pursue your goals.

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Legacy Planning

We will help create a comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed to the next generation.

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Our Services

What we do

Our passion is to help people from all walks of life find their own vision of true wealth. That means helping define what true wealth looks like for you, putting a plan in place to pursue your vision, then partnering with you to grow, protect and maintain that wealth.

Insights

Schedule a consultation

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

Office Phone
06 843 1915

Office Hours
Mon – Fri 9:00am – 4:00pm

Doug and Renae

“We have been working with Brad over the last 12 months, he has tailored our insurance plan to suit our lifestyles, it is always easy when we meet with Brad and he ensures that we have a full understanding of our policies.”

Graeme and Julie

“We had huge concerns about retirement… There were lots of questions and we didn’t know who to talk to regarding our finances. Then Brad came across our path and he was able to answer the questions, give us direction and explain options we had not thought of, with regard to setting realistic reachable goals. Thanks Brad !!”