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RiskProtect, is a team of dedicated advisers who understand the importance of safeguarding your lifestyle and goals. Our mission is to provide comprehensive protection for you and your family when illness or injury strikes. As part of the Ottavo Financial Group, we bring expertise, experience, and a commitment to your well-being.
Questions to ask yourself as an advisor or firm.
Is their current insurance enough to cover their current lifestyle and debts?
Key person insurance and Buy sell cover
We can explain what each cover is for and its meaning
Can help attract more potential clients and growth to your business
By bringing in new insurance commissions in conjunction with RiskProtect
Ensure you are not scoping out any advice and protecting your clients in hardship. Plus, help cement a committed client long-term to your services
How we can work with your company
Our plan is to work alongside your Financial Planning firm in conjunction with you as the servicing advisor to offer comprehensive personal insurances to protect your clients losing their assets due to illness or injury.
All advice given or feedback will be provided to both the client and you as their primary adviser for consideration and further discussion. RiskProtect will only offer advice on personal insurances, any other advice areas uncovered during our processes will be directed back to you to advise on.
Get in touch with us
Contact RiskProtect to see how we can help, with an individual client or by becoming a referral partner.
