Risk Management is the preservation of assets, wealth, once and business interests.

The focus of Risk Management is the ‘minimisation of possible loss’ when events beyond our ability to predict occur.

Protect and preserve assets, wealth, income and business interests.

A Risk Management Assessment takes an introspective look at what measures you currently have in place to withstand the risks that business people face. This includes ensuring the proper positioning of companies, trusts and wills, as well as the cover given by current providers of life, income protection and health insurance.

We advise that all of our clients undertake a comprehensive review of their business and personal risks. This is to ensure there is the necessary cover to protect and preserve your assets, wealth and income.

In the past Graceteam has done these reviews, however with new Financial Advisors Act (Well overdue and a very welcome Act!!) we are no longer legally able to undertake these.

Graceteam has built a close strategic relationship with KB Financial Solutions Limited – who now conduct these reviews for our clients – at Graceteam offices. Karen and Rochelle from KB come weekly to Graceteam offices, if you would like to meet with them – call Graceteam and we can organise an appointment.

Ours is an overall holistic approach to your financial circumstances. We incorporate other professionals who are already working with you to create a comprehensive plan tailored to you. Michelle Jones General Manager Karen Greenhalgh Authorised Financial Advisor Rochelle Old Registered Financial Advisor kb Financial Solutions advisors have specialities in different areas as well as having knowledge across the board in all areas of financial services.