• Wealth Creation
• Tax Minimisation
• Asset Protection
• Personal Risk Covers
• SPG Accounting Ltd

Personal Risk Covers

Lisa Cocks, Director and Risk Management Specialist

Risk management is an essential component in the process of protecting wealth. It involves analysing the possibility of an individual suffering harm, both physically and mentally, estimating the potential loss to the individual, their family and business, and putting together a set of measures that will help to protect the assets and wealth of each entity.

Strategic Planning Group's philosophy about giving risk advice is:

• Full Analysis - We believe that the only way to provide our clients with the best advice is to work closely with them to determine their needs today and in the future. Working with this information and our clients we build a protection plan that will help to eliminate the financial impact that they, their families and business may face in the event of illness, disability or death.
• Reviews - Life is constantly changing and so too do people's situations and goals. The change that can occur in people's lives over one year can have a dramatic impact on the risks that they face. To ensure that our clients risk is always managed we stay in regular contact them.
• Independence - Strategic Planning Group is completely independent.
• Risk Manager - As your risk manager we will locate the risk's that are affordable for you to self insure and the ones that you need to purchase insurance for with the aim of minimising the costs while maximising the coverage.