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  1. Fees
  2. Insurance

Personal Risk Management

Includes the recommendation and implementation of life insurance, income protection, disability insurance and medical insurance.

The cost for a comprehensive personal risk management plan is $900 + GST. This fee is waived if Wealth Works arrange the insurance recommendations for you, as a commission would be received and paid by the insurer.

Business Risk Audit $2,500 + GST 

Includes a thorough review to identify business risk exposures, a documented and comprehensive risk management plan, and establishment of recommendations.


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