Risk Management is simply an offshoot of the planning process but we feel it is important enough to mention again. It is hard to plan for the unexpected, otherwise it would not be unexpected!However, we do feel it is a good exercise to discuss potential risks that could disrupt your current financial situation. Potential risks could include a loss of a job, a prolonged bear market, or the need for a long term hospital stay. While it can be uncomfortable for some to discuss, we feel a good wealth strategy will address these issues.We have found a risk management review helps clients gain confidence in their wealth strategy. How confident are you? Click here to download our confidence test.

FINANCIAL CONFIDENCE TEST