Manage Risk

Life is unpredictable, so you need a safety net in the form of savings and insurance. Think of it as your Plan B. Then rest easy.

What is it?

Let’s start with something important. Risk doesn’t have to be a bad thing – in fact, quite the opposite! Risk is that it’s all about future potential. The potential to seize an opportunity and achieve fantastic outcomes. The potential that things may go wrong, but you’ll be ready if they do. Every day, we all take risks, however big or small they may be. So, we’ve built an approach to managing risk that gets you ready for all of life’s ups and downs. From making sure you have a savings buffer, to having the right insurance in place, we’ll get your family and your home prepared for whatever life throws at you

Why is it important to do?

Our brains are hardwired to enjoy the feeling of ‘being sure’. That’s why uncertainty can make us feel worried, anxious and a bit stressed-out when it happens. Managing risk gives you an amazing peace of mind, like putting a good roof on your financial home. You might not know when the storm is coming, but you know something much more important. When it does rain (and there’s always rain forecast) lots of people will lie awake and wonder if their roof is leaking. But you’ll get a good night’s sleep, knowing your family is safe and dry until the storm passes.


Because you were prepared.

It starts right here

Take our quick quiz and see how far you are down the road.


Question 3 of 5

Do you have insurances in place?

This could be for the things that you own i.e. your home, contents or car, as well as for the people you love i.e. private health insurance.


You’re at the start of your journey

Setting up a budget and allocating some money to a cash reserve is a great way to get started. Aim to put aside 10% of your income, but start with as much as you can afford and build from there. You can also look into options for protecting your physical assets & health that work in with your budget.


What should I do next?

Kick off your free trial today – book your 15 minute discovery call


Let’s try other subjects


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