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Life & Financial Services

Life and Financial Services

 

 

Life and financial services are offered through our associate company, RIS Financial Solutions Pty Ltd.

RIS Financial Solutions is a boutique financial planning practice established to deliver individually tailored solutions. Financial advice and strategies are based on the whole of life approach coupled with an intricate understanding of a client’s personal and financial position. This way, the delicate balance of integrating the two is a seamless process that offers peace of mind and greater understanding.

Jeffrey Bunton, has over 27 years experience and offers an intricate knowledge of the complexities of successful financial planning and the choices people face.  Our unique planning methodology is designed to uncover your financial and emotional goals as well as highlight the trade-offs between your established priorities.

Together with the wealth of experience we offer:

  • A qualified and certified financial planner
  • A client focused approach
  • A specialist in corporate superannuation design implementation and management
  • A strategic approach to financial and retirement planning
  • Expertise and extensive network for:
    • Key man strategies
    • Partnership protection
    • Buysell agreements
    • Business succession protection and agreements
    • Taxation and business structure specialists

Some common products include:

Income protection insurance

Income protection is a monthly benefit that pays you up to 75% of your income and covers you for accidents, illnesses or major traumas.

Life insurance

Life or term life insurance pays out a lump sum if you die before a pre-agreed date (the term).

Trauma insurance

Trauma insurance pays you a lump sum payment in the event that you are diagnosed with a specified illness including (but not limited to) things like cancer, heart attack, stroke etc.

Key man insurance

Key man insurance is a type of corporate-owned life insurance which insures an employer against the death or incapacitation of a so-called key employee, usually an executive or partner. It is used by both large companies and small partnerships alike.

Superannuation

Superannuation is an investment strategy designed to provide financially for Australians upon retirement.

Partnership buy-out

Partnership buy-out insurance is designed to provide the funds needed to purchase an owner or partner’s interest in the business if they become permanently disabled or die.

Financial planning

Financial planning is the practice of helping people deal with various personal financial issues through proper planning.

Financial Services Guide (RIS Financial Solutions Pty Ltd)

Please download and read our Financial Services Guide which is designed to assist you in deciding whether or not to use the services offered by RIS Financial Solutions Pty Ltd.

RIS Financial Solutions Pty Ltd ABN 99  109 084 951 is a Corporate Authorised Representative (No. 277482) of Millennium3 Financial Services Pty Ltd ABN 61 094 529 987  AFSL – Licence number 244252 – 7/50 Borthwick Avenue, Murarrie QLD 4172.

Travel Insurance

Don’t worry while you’re enjoying holidays with family and friends – RIS can provide you with travel insurance that means relaxing times.
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Online Calculator

Use our Online Calculator to help you calculate the amount you need to best protect your interests...

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Providing the Financial security needed to protect your family and lifestyle. For an instant online quote...

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CTP Insure

We offer greenslips at competitive rates to both private and commercial drivers including fleets.

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Why use a Broker

Insurance brokers are qualified and regulated by ASIC to ensure you receive the most accurate, appropriate advice for your specific needs.
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