Financial Planners & Advisers
You Don't Have to Do It All
You specialise in wealth creation, investments and retirement strategies. We specialise in Life Insurance and Risk Management.
Rather than spending valuable time navigating insurance products, underwriting and claims, partner with specialists who understand the complexities.
Focus on what you do best. Let us focus on what we do best.
Building Wealth Is Only Half the Strategy
A great financial plan considers more than investment returns.
What happens if your client suffers a serious illness, becomes permanently disabled or unexpectedly passes away?
Without the right protection strategy, years of wealth creation and financial planning could be placed at risk.
Protecting wealth is just as important as building it.
One Client. Two Specialists. A Complete Strategy.
We work alongside Financial Planners and Advisers to develop tailored Life Insurance and Risk Management strategies that complement their clients' broader financial plans.
From insurance research and recommendations through to underwriting, implementation, ongoing reviews and claims support, we manage the insurance complexities so you can focus on your clients' wealth creation journey.
We respect your existing client relationships and work collaboratively to deliver a more complete financial strategy.
Your Client. Your Relationship. Our Risk Expertise.
Let's Work Together
Build stronger client relationships, deliver more holistic advice and spend more time doing what you love.
Partner with Twenty20 Risk Navigators – Protect the Wealth You're Helping Build.