Protecting your clients with Wrap Capital Protection

8 min read

How do you balance the need to invest for growth whilst protecting clients against the kind of losses that can derail their retirement plans? Wrap Capital Protection can be a suitable solution. View case studies outlining strategies to help clients manage risk, approach retirement and receive a minimum benefit.

Case Studies:

Our Business Development Managers are here to help
Platform Strategies 29 May 2018
Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating. Core data in their report Adviser efficiency: Business Processes in Australia reach the conclusion that if advisers can find a way to reduce some of this administrative burden, it has a tangible impact on the profitability of their business.
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Insurance Strategies 27 Apr 2018
Paula Bourke, National Head of Claims for life insurance at BT explains the importance of income protection.
8 min read
Insurance Strategies 27 Apr 2018
Insurance to cover the absence of a key person may assist in keeping the business running, by replacing lost revenue, repaying debts and/or finding a replacement.
6 min read