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Risk management & personal insurances

Even the most thought through and detailed plan can still have the risk of changing direction. It’s the same for building wealth. A clear, tangible strategy to protect you and your family when things don’t go to plan is critical. At SFS, we provide solutions to cost effectively protect your existing financial resources so that your planning objectives are not derailed.

These strategies may include implementing insurance options such as life insurance, income protection and trauma cover, depending on your personal situation.

Investment strategies also come with risk. We will look at your tolerance for investment risk - how you behave around money including your desire for certainty and capital preservation. We use the appropriate risk management strategies when constructing your investment portfolio taking into account both your personal tolerance for risk and your desired investment outcomes.

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