Risk Companion or Risk Toolkit: which one fits your practice?
Two apps, one problem. Risk Toolkit gives you the pieces of the process you choose. Risk Companion runs the whole thing, fact find to SoA. Here is how to tell which one fits.
Articles
New Client-Friendly eBook: Business Life Insurance Made Simple
A plain-English guide for business owners on key person, buy-sell, business expenses and debt protection. Free to share with clients, and available branded to your practice.
How to build referral partnerships that actually work
A guest article by Graham Burnard, Managing Director, Maven Business Strategies This follows on from the Risk Conversations session with Marc Fabris, Peter Stathis and
More resources and support from Life Insurance Guide
ADVISER SUPPORT More resources and support from Life Insurance Guide We are steadily building out a set of practical tools for advisers listed in the
The 2027 Risk Practice of the Year Award opens 4 August
Back for a second year, with a few useful additions Last year the Risk Practice of the Year Award ran for the first time. Six
Risk Toolkit: because three tabs and a spreadsheet isn’t a system
Tired of tools that don’t quite do the job? You know the ones. The fact-find that asks for everything except the thing you actually needed.
Ten Years In: PPS Mutual’s Selective Bet Is Paying Off
A Risk Hub perspective Not many insurance companies would be game enough to launch into the Australian market with a deliberate decision to cover
What Life Insurance Guide is showing us about client questions
Life Insurance Guide (https://lifeinsuranceguide.com.au/) was developed as a consumer-facing resource to help Australians better understand life insurance, the role of advice, and some of the
Making referral source conversations easier
Most advisers would like more consistent referrals. Many already have a few good referral sources, whether they are accountants, mortgage brokers, lawyers, finance brokers, real