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 5 of 5

Do you have a Plan B to cover you if you couldn’t work?

This is making sure you have insurance in place for you and your family should the worst happen, knowing that you can provide for them in good times and bad.


You’re ready to hit the road!

Terrific! Most people don’t have all of these in place. You can confidently move on to areas knowing you have a Plan B and protection in place. Remember that this will need reviewing regularly and adjusting as required, so it’s not a set and forget. Reach out to us if you’d like to make sure your insurance cover still matches your situation.


What should I do next?

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


Let’s try other subjects


Get a financial roadmap

Every financial decision you make could take your life down a different path. So we’ll show you what different options mean, and create your financial roadmap to make sure you don’t get lost along the way.


Manage your income

Your income is one of the most valuable things in your life. Whether you’re on a professional salary, self-employed or juggling multiple gigs, we’ll help you make the most of it.