Our specialty is to meet the challenges of complex estate planning problems or business succession issues for our valued clients. We offer a value-add service and work with our clients’ other advisers to ensure their risk management, estate planning and business succession goals are met.
As life risk advisers we will work closely with you, the insurance underwriters and where appropriate your team of advisers, to coordinate a life risk plan specifically tailored to the risks you face.
We facilitate a methodical Asset Protection and Estate Planning process to ensure the appropriate assets, go to the correct people at the right time.
We facilitate a methodical Business Protection & Succession process to ensure the assets, revenue and ownership of the business are protected.
Mark is a Life Risk Specialist with over 15 years’ industry experience protecting wealth and creating certainty.
Mike has been working within the Financial Planning industry for over 25 years, including running his own successful specialist Life Insurance advisory practice for many years.
Courtney is responsible for managing the PRP office from the initial point of contact through to completion and everything in between.
Corey has been a Financial Adviser specialising in the Life Risk Insurance space since 2018.
Pam has been within the Financial Planning industry now for over 17 years and has a passion for providing high quality, tailored risk advice to clients as well as compliance.
With her experience in the Accounting and Financial Planning sectors, along with her high quality, professional service to clients, we are delighted to have Tenay part of the PRP Team.
Kate is a high performing Executive Assistant with extensive experience in Event Management, Retail Product Marketing, Executive Administration Support and Business Management.
Sebrina is an experienced professional with a strong background in the Financial Services Industry, with excellent interpersonal and time management skills that have served her well throughout her career.
Emma has a strong passion for life insurance and helping clients since she commenced working in the industry in 2015.
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