Risk Care Financial Services was established in 1999 and is based in the heart of Melbourne’s CBD.

Our Mission

To advise, educate and empower individuals, professionals, families and business owners to achieve their financial goals.

Our Guarantee of Independence

  • Independent licence

  • Unaligned to any bank, fund manager or financial institution

  • Offering tailored and flexible solutions, entirely in our clients’ best interests

Our Team

Will Sugrue

Investment Consultant | Director

“Nothing’s more rewarding than seeing my clients achieve personal success and, ultimately, living a happy and prosperous life”

Since founding Risk Care in 1999, Will Sugrue’s strategic financial planning advice has assisted a legion of clients to successfully navigate complicated life stages and events.

Will’s clients are diverse, ranging from mums and dads to high net worth individuals and business owners. Will takes pride in getting to know each of his client’s situations on a personal and financial front.

Now, Will heads up the Risk Care investment team as the lead portfolio manager.

When not working, Will loves to travel and experience new cultures. His interests extend to the arts, food, sport, and avidly following the game played in heaven.

(If you are not a true believer, you’ll need to check in with Will to find out what god’s game is.)

Nick Jorgensen

Financial Adviser | Director

“As the financial ‘elder’ of the Risk Care team, my interest in holistic financial planning includes insurance, superannuation portfolio advice, retirement and estate planning as well as Centrelink and pension advice.”

Nick Jorgensen is a Certified Practicing Accountant with over 30 years’ experience and holds a Bachelor of Business from Monash University.

While Nick only joined Risk Care in 2017, his interest in financial planning dates back to 2003 when he first obtained a financial planning licence.

Nick’s professional relationship with Risk Care founders, Will Sugrue and Cathy Van Heeswijck is also of long standing. Over 20 years, Nick regularly engaged Risk Care to provide comprehensive financial advice for him personally, as well as for the various businesses he has been a director of.

Nick’s leisure interests include golf down at the Peninsula Kingswood Golf Club, travelling, skiing, gardening, reading and all things sport.

(It’s safe to say, though, that he heads the pack when it comes to golf and he’s always interested in cementing his relationship with his clients over 9 or 18 holes!)