Trust and relationships are at the core of what we do.
We pride ourselves on how we can help you achieve your goals, simplify your life, and give you a sense of security and peace of mind about your financial position – now and in the future.
Financial planning, at its best, takes a holistic view of financial health and planning directly aligned with your goals and objectives.
With this end in sight, Risk Care follows a clearly articulated process.
We get to know you
Through an in-depth conversation, we come to a clear understanding of your unique goals and circumstances.
We develop advice for you
We tailor a financial solution using appropriate strategies, products and services.
We help you understand the advice
We help you comprehensively understand our advice to enable you to make informed decisions.
We put the advice in place
We work with appropriate people and specialists to ensure that our advice is implemented in an efficient manner.
We keep you up to date
Your circumstances, lifestyle and financial goals are likely to change over time – we review your personal circumstances regularly to ensure that you are still able to achieve your future financial goals.
You will always know what to expect when becoming a valued client of Risk Care.
We will always
Get to know you and understand your goals
Be transparent about fees – there are no hidden fees or commissions
Give you honest and realistic financial advice
Ensure that you understand our financial advice and feel comfortable with the level of risk in your financial plan – we even have a ‘sleep at night’ test!
Ensure that you understand the important and dependent relationship between building, managing and protecting wealth
Put your best interests first
We will never, ever
Pressure you – in fact, we’ll encourage you to read and understand our advice at your leisure before agreeing to our recommendations to read and understand the advice given at your leisure.
Encourage you to borrow money for highly speculative investments.
Overstep the boundaries that apply to financial planners, both legislatively and morally.