Personal Risk Management Advice

Why Personal Risk Management is Crucial for Your Peace of Mind

Personal risk management plays a vital role in safeguarding your well-being, assets, and financial security. By identifying potential risks and implementing effective strategies, you can protect yourself and your loved ones from unexpected hardships. From health and safety to financial stability and cybersecurity, taking proactive measures can provide peace of mind and minimize the impact of potential risks. Are you ready to take control of your future?

Other Services

Think of us as your guides in all things to do with money. We’ve built a strong network of advice partners across accounting, mortgage broking, property and the law which we can call in at the right time to collaborate with and implement your financial strategies.

Our Values

Trustworthiness

Competence

Honesty

Fairness

Diligence

Our People

An advice team who live and breathe Financial Advice.

David Khenkin

Principal & Authorised Representative

David is a financial adviser with 25+ years of experience.

David has a broad range of expertise in financial advice which covers:

Superannuation including self-managed super and overseas super
Investments
Retirement
Property
Life Insurance
Tax Planning
Aged Care
Budgeting Debt/Debt Management

David is passionate about providing “easy to understand” advice which fits the goals and needs of his clients.

David holds the following qualifications:

Graduate Diploma in Financial Planning
Diploma in Accounting
Diploma in Property Investment
Certificate 4 in Mortgage Broking
Certificate 4 in Real Estate (License)

When he is not helping his clients, he is out riding his motorbike, exercising, exploring new food places or relaxing with a book on the couch.

Michael Fingereth

Principal & Authorised Representative

Michael is a financial adviser with 10+ years of experience, and a tax adviser with 20+ years experience.

Michael has extensive experience in advice which covers:

Superannuation including self-managed super
Investments
Retirement
Complex Tax Structures
Foreign Residency
Business Valuations
Succession and Estate Planning

Michael is easily able to identify issues and draw on experience to recommend practical and effective solutions to balance professional knowledge with a shared commitment to the highest levels of personal customer service to help individuals and businesses reach their financial goals.

Michael holds the following qualifications:

Bus(Man)/B.Com (University of Queensland)
Certified Practising Accountant
Graduate Diploma in Financial Planning

Lifestyle Investment Planning