Risk Management and Insurance


With any type of strategic planning, risk should never be ignored. With an integrated approach to our advice, we not only focus on the positive building of our clients’ wealth through strategic advice, but also critically assess the potential risks involved. We take a centric approach to ensure that personal risk is attended to, and appropriate areas of risk and insurances are incorporated into the overall plan.

Other risk measures such as cash flow and liquidity assessments are carried out across different structures within and outside of the superannuation environment. This is of particular importance once a superannuation fund consists of a pension account whereby frequent withdrawals are carried out requiring a detailed assessment of the cash flow and liquidity aspects of the fund.

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