We are excited to announce the recent merge of SME Wealth Protection and Personal Risk Professionals. The combined PRP Team now consists of four experienced Risk Specialist advisers with a General Manager and support team of five. Please see the ‘Contact Us’ page for our full list of contact details.
Bravery
We stand behind our advice, we have the hard conversations when needed, we operate with openness & transparency and we participate in industry leadership.
Honesty
We not only follow the rules but ensure we operate at best practice, we have strong ethics and integrity and we do what we say we are going to do.
Hope
We provide hope and opportunity for those who need to claim and help you deal with the unexpected with a professional team working towards this common goal.
Kindness
We act with empathy to ensure you can focus on what is important at the time the unexpected happens, we understand where you at during this time and work on your behalf to get the best result possible.
Delivering confidence, knowledge and security in the face of the unexpected.
Welcome to Personal Risk Professionals
Personal Risk Professionals (PRP) are a specialised estate planning, business succession and risk management advisory group.
PRP delivers a boutique risk advisory service to professionals, business owners and families across Australia's eastern states.
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.
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.
Andrew provides high level, strategic life risk insurance and succession advisory solutions and has expertise across retail and group insurance markets.
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.
For the past 20 years Susan has worked at Ian Gray Solicitor/Complete Succession in supporting roles such as research, drafting and reviewing business succession agreements.
