Risk and Compliance
This is the "safety net" that sits below the Future of Choice to consider and manage events that could place your future of choice at risk.
Will the family be able to live the current lifestyle and meet commitments if you were unable to work? Working together, we can help determine the type and level of cover required to ensure that your family is protected financially in the event of death or disability. Accessing insurance policy documents is important when it comes time for clients to make a claim and the Future of Choice provides a structured solution to upload and record details and documents relating to your personal and business risk and general insurance policies.
For business owners, your Future of Choice is dependent on the success and certainty of the business. Our approach assists you to identify high level risks and to implement risk mitigation strategies.
We understand that keeping on top of compliance requirements for personal, self managed super funds, trusts and businesses can be a hassle. Our Wealth Portal provides a structured system to store and easily access, tax returns, employment agreements and any other compliance source records together in the one location helping simplify the process.
Our approach also ensures that the family wealth is protected by recommending the most appropriate asset protection strategies are in place.