ABOUT US
Delivering Certainty was established with the purpose of providing specialist, professional risk strategies to the clients of accountants, financial planning practices, mortgage brokers and general insurance brokers. The name of the company, Delivering Certainty, was very deliberate, as we feel that only by considering both the risk protection and estate planning issues for our clients can you truly be confident that your plans will deliver the certainty that you need at a time of crisis.
Our fully qualified risk professionals specialise in the provision of sound, needs based advice, utilising best-of-breed products and tax-effective structures and strategies. Our successful track record is built upon a combination of diligence, integrity, continuing education, process and most importantly, building a complete understanding of our clients' needs and objectives.
Whether an individual, family or business we also collaborate with our clients' other advisers, such as their accountant or lawyer, to ensure that any strategy created works with their other arrangements.
Our fully qualified risk professionals specialise in the provision of sound, needs based advice, utilising best-of-breed products and tax-effective structures and strategies. Our successful track record is built upon a combination of diligence, integrity, continuing education, process and most importantly, building a complete understanding of our clients' needs and objectives.
Whether an individual, family or business we also collaborate with our clients' other advisers, such as their accountant or lawyer, to ensure that any strategy created works with their other arrangements.
OUR DIFFERENTIATORS
When you selecting an adviser to assist you with the creation of a wealth protection strategy, please be aware that they are not all the same. To ensure you get the best advice consider the following:
- All our advisers are risk specialists, not financial advisers 'dabbling' in Risk, which will ensure that you get a very risk focussed advice experience.
- Our client model is built on the provision of sound professional advice, not product, ensuring that you, as the client, are at the centre of the relationship, not an insurance company.
- Our planning licence does not tie us to an individual insurance provider so we can research the entire market on your behalf
- This whole-of-market view enables us to recommend best-of-breed products for you.
- Our structured annual review process provides you with the peace of mind that your original risk strategy will continue to meet your needs and objectives over time.
- We rely on establishing collaborative relationships with other professions and will therefore co-ordinate our advice with your other advisers such as your accountant, lawyer or mortgage broker. This ensures that our strategies fit-in with your overall financial situation.
- Our Estate Planning qualifications and experience enable us to facilitate discussions in this important area and arrange for, and assist in, the implementation of an appropriate estate planning strategy.