Risk Management & Insurance

We believe in the value of our advice and we seek to ensure that we deliver a service offer that makes our clients not only feel protected, looked after and safe but also that they can have peace of mind that their risk management needs are looked after. This gives our clients the comfort that their risks are managed in the most efficient manner possible, allowing them to take advantage of opportunities as and when they present themselves.

We collaborate with other professional service providers to ensure that client’s risk management needs are taken care of and we also have a large focus in assisting businesses with succession planning and funding mechanisms for buy/sell agreements.

To this extent we appreciate the passion and drive that entrepreneurs have to achieve their goals and put in the risk management strategies to they do not become derailed in the event of the unforeseen.

In addition to Risk Management & Insurance Services, we offer the following specialist services

About Advocate Private Wealth

At Advocate Private Wealth our mission is to assist people to be healthier, wealthier and wiser. We believe that if you are organised in relation to your money then you will live a happier and healthier life. So, our vision is to create a platform for you to achieve whatever it is that you set your mind to.
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Talk to us to find out how we can help.

“We are passionate about helping people to be healthier, wealthier and wiser.”

© Copyright 2019 - Advocate Private Wealth. All rights reserved. Advocate Private Wealth`s head office is in Perth, WA 6000. Advocate Private Wealth Pty Ltd ABN 34 150 132 586, Authorised Representative of Synchronised Business Services Pty Ltd ABN 33 007 207 650 trading as Synchron Australian Financial Services Licence 243313 and Life Insurance Broker Corporate Member of the Association of Financial Advisers, Level 1, 65 Palmerston Crescent, South Melbourne VIC 3205, PO Box 438 North Melbourne VIC 3051.