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AN ESSENTIAL ADVISORY SERVICE WITHOUT THE RESOURCING & ADMINISTRATION BURDEN 

VIEW OUR KNOWLEDGE BANK 

The Hinge Research Institute survey
states that…

“small and midsize businesses (are) potential growth juggernauts, particularly for strategic advisory services and other services that buyers indicate they value most.

Improving profitability not only requires identifying and targeting the right clients but offering the specific services and capabilities they need.

Today, strategic advisory services present one of the most important growth opportunities”.

From developing the risk management division framework to sourcing the appropriately qualified personnel, we ensure the systems and people are in situ to provide the highest levels of client service and advice. We understand the importance of looking after existing Clients because they are critical to business longevity and introduction to new clients.

Strategic

Advisor Risk Management has been developed to work with and for Accountants to simplify the process of providing their clients with:

  • Business Insurances for small to large enterprises covering the full range of insurance options
  • Personal Insurances to cover assets such as homes, vehicles and boats
  • Business Continuity plans to enable businesses to continue to trade in the event of a major catastrophe including pandemics and
  • Cyber Risk Analysis frameworks so businesses can evaluate their cyber risks exposure

Professional

We provide Accountants with the resources in-house (including personnel) to offer a high value comprehensive risk management service to ensure Clients have:

  • A complete understanding of their business exposures
  • Access to independent advice
  • Assistance when it really matters – with guidance and support to review the potential challenges they may face and a tri-level claims support process should they need it

Comprehensive

Advisor Risk Management:

  • Work with you to determine the best way to provide the service
  • Locate the right Risk Management Advisor to fit your Practice requirements
  • Provide the products, systems and processes to support your Advisor
  • Ensure the compliance and legislative considerations are in place
  • Monitor the progress of the Risk Management facility to ensure it is working for you and your Clients

De-risked and Compliant

Enabling expansion of service offerings and furthering development of client relationships

Advisor Risk Management is a system that can enhance the service your Practice provides by adding a complete Risk Management option for your Clients.

  • This includes general insurances (business and personal), business continuity planning and cyber risk analysis
  • The Risk Management service is owned and controlled by your Practice and is exclusive to your Clients
  • Advisor Risk Management are well-positioned to assist your Practice in researching, developing and implementing your own Risk Management division

Charge Forward

Creating Practice
enterprise value

As the emphasis on Risk Management gains momentum, now is the perfect time for Accountants to expand their Business Service offering to Clients by enabling the provision of:

  • Risk based exposure analysis tailored specifically for each Client
  • A fully compliant and independent service focused on ‘correct fit’ 
    Client risk solutions
  • A comprehensive claims handling facility to ensure exceptional client representation

    We take care of the development and
    implementation

    From developing the risk management division framework to sourcing the appropriately qualified personnel, we ensure the systems and people are in situ to provide the highest levels of client service and advice. We understand the importance of looking after existing Clients because they are critical to business longevity and introduction to new clients.

    CREATION OF RISK MANAGEMENT DIVISION

    Undertaken by Advisor
    Risk Management

    SOURCING APPROPRIATELY QUALIFIED PERSONNEL

    Conducted by Advisor Risk Management with final approval by the Practice

    ENSURING COMPLIANT FRAMEWORKS ARE IN PLACE

    Provided by Advisor Risk Management

    MONITORING THE BUSINESS DEVELOPMENT ACTIVITIES

    Conducted quarterly
    by Advisor Risk Management

    We take care of the development and
    implementation

    From developing the risk management division framework to sourcing the appropriately qualified personnel, we ensure the systems and people are in situ to provide the highest levels of client service and advice. We understand the importance of looking after existing Clients because they are critical to business longevity and introduction to new clients.

    ENSURING COMPLIANT FRAMEWORKS ARE IN PLACE

    Provided by Advisor Risk Management

    CREATION OF RISK MANAGEMENT DIVISION

    Undertaken by Advisor Risk Management

    SOURCING APPROPRIATELY QUALIFIED PERSONNEL

    Conducted by Advisor Risk Management with final approval by the Practice

    MONITORING THE BUSINESS DEVELOPMENT ACTIVITIES

    Conducted quarterly by Advisor Risk Management

    Our promise

    We work to
    maximise 
    client value

    We understand that the set-up is only one part of the process. That’s why we continue to be involved, monitor progress and develop the concept to maximise both Client and Enterprise value. We understand the trust your Client places in you and our processes and procedures have been created to make sure the Client is serviced in the manner they have come to expect!

    How we can advance
    your growth strategy

    Creating a valuable business asset with real enterprise value

    Further enhancing your trusted advisor status value with your Client

    Providing a service that truly differentiates your Practice 

    Expanding your existing
    Client Service Offering

    Increasing the advice and the value you provide to your Clients

    Establishing a new
    Profit Centre

    How we can
    advance your
    growth
    strategy

    Creating a valuable business asset with real enterprise value

    Expanding your existing
    Client Service Offering

    Further enhancing your trusted advisor status value with your Client

    Increasing the advice and the value you provide to your Clients

    Providing a service that truly differentiates your Practice 

    Establishing a new
    Profit Centre

    management team

    Your team of professionals

    Mark Silveira

    B.Bus (Ins), Cert Mgt

    Mark is a highly innovative, strategic business relationship development professional, with a successful background in financial services, not-for-profit and commercial business sectors of over 40 years. Thrives on the challenge of thinking outside the box to develop sales strategies for new and existing clients with a high focus on long term, results oriented business relationships.

    Business Background:

    • Managing Director of The Lionheart Group – consulting service to the financial services sector
    • Head of Sales – TravelCard real time travel insurance
    • General Manager – Coveright Insurance Brokers
    • National Marketing Director – Steamatic disaster restoration and recovery
    • Chief Executive Officer – AFMA IAAA insurance authorised representative group
    • General Manager – Steadfast insurance broking group

    David Wyner

    Dip Fin Serv (Ins Brok); Adv Dip Mgt

    David has been in the financial services profession for over 40 years and is experienced in the development of new ventures and divisions. With sound management skills and a strong focus on service delivery, he is well versed in what is required to develop, implement and monitor systems and processes to deliver quantifiable results.

    Business Background:

    • Director and Past President of National Insurance Brokers Association – the pre-eminent industry body for Insurance Brokers
    • Head of Market Management – PSC Group a publicly listed insurance brokerage
    • Managing Director – Reliance Franchise Partners insurance broker network
    • Managing Principal – InterRisk Australia insurance brokers
    • Chief Operating Officer – OAMPS insurance brokers

     

    Mobile: +61 (0) 409 235 975   |     info@advisorrm.com.au

    Book a confidential meeting with us to learn how we may be able to assist your Practice.