Risk Insurance Services | Financial Solutions for Life :: Financial Planners Gold Coast
financial planners gold coast, scott everingham financial planner
15752
home,page-template,page-template-full_width,page-template-full_width-php,page,page-id-15752,ajax_fade,page_not_loaded,,qode-title-hidden,qode-child-theme-ver-1.0.0,qode-theme-ver-10.1.1,wpb-js-composer js-comp-ver-5.0.1,vc_responsive

Risk Insurance Services
Insurance Solutions for Life

Company Overview

Roger Stannard and Danny Ellis and their team have many years’ experience in the ever-changing world of personal & business protection. Having worked together in the Nineties, Noughties and Twenty Tens Roger and Danny decided ‘putting the band back together’ was a good idea.

We understand the foundation of any successful business or family is adequate protection.  We work with you to understand your situation.  We then develop strategies and solutions to assist. Our solutions are designed to help cover economic loss caused by death, disability or major illness. Ensuring your family or business are protected in the event of an unexpected loss is our goal.

Who we work with…

We deal exclusively with people who appreciate a high level of service and are committed to protecting wealth and reaching financial goals for themselves and their family.

We are typically paid by the product provider we recommend. A fee for service option is available if specifically requested. The fee is charged based on the nature and extent of the services delivered with an estimated cost provided before commencing any work with our clients.

Contact us to see how we can help you…

Areas of Advice

In developing an appropriate protection structure there are 5 areas that may need to be addressed in the short, medium term and long term.

Family Protection

The sudden unexpected loss of the bread winner has devastating consequences for a family. We help identify the ways to best protect your family in the event of the unexpected.

Claims Management

We believe the most important part of our job is when you need to claim. It is at this time our assistance is most valued and valuable. The most important part of the Claims Process is to CONTACT US as soon as possible to check whether you have a claim. We will help you through the process every step of the way.

Business Protection

We have many years experience discussing and delivering solutions to protect a business should the sudden unexpected loss of shareholder or key person occur.

Estate Planning

Proper estate planning helps eliminate uncertainties over the administration of your estate & fulfilment of your wishes in the event of your death. For many years, we have facilitated this difficult conversation with clients and their loved ones.

Structuring

We provide an understanding of the various ways life insurance can be structured to provide suitable outcome in the event of a claim.

Danny Ellis and Roger Stannard are Authorised Representatives (AR 240623 & AR 238658) and Risk Insurance Service Ltd Pty ABN 14 607 846 104 is a Corporate Authorised Representatives (CAR331367) of ClearView Financial Advice Pty Ltd ABN 89133 593 012

Our Solutions

Insurance Products

When providing insurance advice, we use the products listed below to provide solutions for your needs:

TERM LIFE
TPD (Total and Permanent Disability)
TRAUMA
INCOME PROTECTION
BUSINESS EXPENSES
CHILD COVER
GROUP LIFE

Concepts

When delivering insurance solutions, these terms will likely be discussed with you depending on for your needs:

FAMILY PROTECTION PLAN
LONG TERM SPECIAL NEEDS PLAN
KEY PERSON PLAN
SHAREHOLDER PROTECTION PLAN
DEBT PROTECTION PLAN
BUY SELL OR BUSINESS SUCCESSION PLAN

About Us

Roger and Danny are authorised by their licensee, ClearView Financial Advice to provide advice on financial products to suit the needs of individuals, families and businesses.  They work closely with Financial Planners, General Insurance brokers, Legal Professionals and Accountants to ensure you have access to other qualified and experienced professionals to assist in the areas of financial planning, estate planning and taxation.

O  U  R    C  L  I  E  N  T  S    S  A  Y

FIND US MAP

Contact us today…
see how we can help

Suite 2, Level 2, 21 Lake Street
Varsity Lakes, Qld 4227
07 5655 0150
info@riskinsuranceservices.com.au

Roger Stannard

Danny Ellis

Send us a message