Greater Melbourne Area
With over 37 years experience in the financial services industry, I provide a tailor made service which allows our clientele to be a part of the decision making process in order to build a financial package which suits them and their businesses expectations. My goal as Director/Owner of Gates Risk Management is to 'Maximise my clients chances of claim’ by providing them with a robust suite of insurance products that fit their personal and business needs. Gates Risk Management was established in 2009 and is a professional insurance adviser specialising in Personal insurance, Business Succession and Estate Planning. At Gates Risk Management, we provide advice to individuals and businesses concerning their life, total disability, critical illness and income protection requirements. We can help your family or small to medium enterprise become insured whilst maintaining all of your financial goals and aspirations are met, in conjunction with you. Our business continues to develop strong and successful relationships with business partners and our new and existing clients. Gates Risk Management is a member of Affinia Financial Advisers Ltd. Affinia 'Practice of the Year 2014' Affinia Adviser Council 2014 Chairman of Affinia Adviser Council 2015/16 Chartered Life Practititioner 23rd March 2016 Contact www.grmadvice.com.au [email protected] Mobile 0430 592438
- Personal Insurances - Succession Planning - Income Protection - Life and Total Permanent Disability - Critical illness - Key Person/Equity Insurance - Employee cover
After completing a comprehensive 'needs analysis' I provide individuals and SME Business with tailored advice concerning their personal insurance requirements. I work on recommendation only. These referrals come from Wealth Advisers and Accountants, many of whom I have work with for many years.
Provided 'Holistic Advice' across the whole range of financial services.