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RiskPlan - Where You Matter!

Insurance is like a parachute - if you don't have it when you need it most, it's too late!

We don't like to think about it, but with life comes risk. We need to take measures to safeguard ourselves and our loved ones.

If you are not insured in the event of an illness, injury or death - you carry the financial risk yourself. Insurance can help you safeguard your everyday lifestyle by transferring your financial risk.

As Financial Advisers, we specialise in arranging risk insurance plans, which provide financial security for families, individuals and businesses should untimely death, disability or critical illness occur.

We do not charge fees at any stage for our services as we are paid a commission by Insurance Companies, only for business which we write and for which policies are actually issued. The amount of commission payable to us is always fully disclosed.

Commitment to Service

Building long term relationships with our clients is a source of great pride for us and the following steps form the foundation of these relationships:

  • We talk to you to gather information about your current financial position so that we fully understand your personal life risk insurance needs, goals and objectives with your authority.
  • We prepare a Statement of Advice which will contain our recommendations based on your needs and objectives.
  • We only implement these recommendations once you understand and agree with the advice provided.
  • We prepare the application the Insurance Company on your behalf with information provided by you.
  • We communicate with you to keep you informed of progress throughout the application process and if necessary arrange any medical and or financial requirements
  • We review your plan with you on an annual basis to ensure that your risk plan is still appropriate for your circumstances.
  • We hope this will never be required but if it is, we will help to handle any claim on your behalf.

 

Company Information

Keith Marshall Financial Services Pty Ltd trades as RiskPlan Financial Services  and Interactive Mortgages Solutions. RiskPlan Financial Services and Interactive Mortgages Solutions operate under two separate Australian Securities and Investments Commission (ASIC) licences and are separate trading entities. The services of each licensee are not related in any way to each other and are therefore totally separate.

Director Profile

Keith Marshall (Director)
Dip Financial Services (Financial Planning)
Cert IV ( Mortgage Broking)

Keith has been a company director for over 25 years. For the past 13 years he has been involved in the Finance industry, initially as an owner principal within a franchise group. In 2005 he formed his own independent company, Interactive Mortgage Solutions.

To be able to offer a more comprehensive service to his clients Keith completed a Diploma in Financial Services (Financial Planning) in 2006.

Through RiskPlan Financial Services, under the license of The FinancialLink Group he now offers:

  • Term Life Insurance
  • Total and permanent disability insurance
  • Trauma Insurance
  • Income Protection
  • Business expense protection
  • Superannuation

The foundation of this business is based on providing an ethical, honest and professional service to all clients. Much of our business is referral and repeat business from satisfied clients.