Risk management and estate planning
Protecting the outcome against things going wrong is an important aspect of a well made plan. Experience has told us that very few clients get through life without a significant challenge presenting of one kind or another. For some it is health related, others relationship issues or for others a period of unemployment or the need to care for someone close.
All of these things can be financial challenging if proper planning is not put in place in advance. As a result Dolfinwise offers personal Insurance services as an Authorised Representative of Paragem.
We often recommend our clients take out Life Insurance, Trauma or Income Protection to insure some of these events.
We also have Expertise in business partnership insurance. This protects shareholders or trustees and their families from injury or death of their business partners.
Many events however are not insurable and we make sure that we keep liquidity and flexibility in our plans so our clients aren’t over exposed when times of difficulty arise.
Many of our clients also appreciate the interest we take in their estate planning. We provide advice in this area and visit our clients legal advisors with them to ensure they and their families get the best outcome from this important area.
“In this world nothing is certain but death and taxes” - Benjamin Franklin
We agree and as a result like to prepare our clients as best we can for both.
E-mail: admin@dolfinwise.com.au