Hi All
I am new here and was recently encouraged to join Somersoft by Rolf Latham. Rolf and I work closely in the finance industry on a referral basis, my specialty being risk management (not just insurance but buffer positions, cash flow management, estate planning, etc). I have a particular passion for ensuring people are not only creating wealth successfully but also protecting their position along the way. In my years of experience as a financial industry professional I have seen a lot of first hand cases of poor risk management causing MAJOR issues and feel this is often the most overlooked aspect of an overall wealth plan. Lets face it it's a bit of a boring topic and doesn't have the same glitz and glamour as a fancy deal!
I thought it might be interesting to ask around people's thoughts on risk management and what it means to you?
Disclosure and Disclaimer
I am a qualified Financial Planner. All information posted is general in nature only and should not be taken as personal advice.
I am new here and was recently encouraged to join Somersoft by Rolf Latham. Rolf and I work closely in the finance industry on a referral basis, my specialty being risk management (not just insurance but buffer positions, cash flow management, estate planning, etc). I have a particular passion for ensuring people are not only creating wealth successfully but also protecting their position along the way. In my years of experience as a financial industry professional I have seen a lot of first hand cases of poor risk management causing MAJOR issues and feel this is often the most overlooked aspect of an overall wealth plan. Lets face it it's a bit of a boring topic and doesn't have the same glitz and glamour as a fancy deal!
I thought it might be interesting to ask around people's thoughts on risk management and what it means to you?
Disclosure and Disclaimer
I am a qualified Financial Planner. All information posted is general in nature only and should not be taken as personal advice.