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Australian Financial Risk Management Pty Ltd

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Australian Financial Risk Management Pty Ltd

Overview:

Australian Financial Risk Management (AFRM) is a specialist risk insurance advising firm. At AFRM, we aim to provide outstanding service and appropriate advice to meet your Risk Management Planning needs. We identify potential areas of insurance risk exposure, determine the likelihood of such events occuring and the subsequent impact each event will have on your financial wellbeing.

History:

In the mid 1990s accounting and financial planning practices throughout the country were grappling with sweeping changes to tax, superannuation legislation, the explosion in financial choices and the growing compliance regime. They were not focused on what would happen to their client’s if an unexpected event occurred throwing all their financial dreams into chaos.

Recognising this need to provide quality advice in the area of insurance risk to clients of these accounting and financial planning practices, in 1997 two like-minded men formed Australian Financial Risk Management (AFRM) and set about forming business relationships with these practices.

Phillip Young, a leading risk adviser, who in 2007 was named Australian Financial Adviser of the Year and Nicholas Hatherly, who sits on several adviser committees to insurance companies throughout Australia, formed and are still part of the active management team of AFRM.

In 2003 Mark Hoskin, an adviser with over 30 years industry experienced, joined the others and in 2010 Paul Clitheroe’s ipac securities became an active equity owner in AFRM with Phillip, Nicholas and Mark.

Over the years, their expertise in insurance contract definitions and managing claims became so well regarded that in addition to advising individuals, the founders were soon showing some of Australia’s best-known companies how to do it.

Today, AFRM is one of the largest financial planning practices specialising in helping people put in place insurance risk cover so that if an event occurs their exposure is covered and they, together with their family and business partners can survive the ordeal.

But it was their passion for helping people by giving appropriate insurance advice that really set the founders apart, and is what still underlines everything AFRM does today.

But despite our strong growth, our guiding principle remains the same: helping people when they need us the most to lead better lives after a tragedy has occurred.

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