{"id":3041,"date":"2021-08-10T21:45:11","date_gmt":"2021-08-10T09:45:11","guid":{"rendered":"https:\/\/wisdom8.co.nz\/client-risk-management\/"},"modified":"2021-08-22T18:44:09","modified_gmt":"2021-08-22T06:44:09","slug":"client-risk-management","status":"publish","type":"page","link":"https:\/\/wisdom8.co.nz\/en\/client-risk-management\/","title":{"rendered":"Client Risk Management"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Section” _builder_version=”4.9.10″ background_enable_color=”off” background_image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/08\/309734857-w.jpg” parallax=”on” parallax_method=”off” top_divider_color=”#74B9E6″ bottom_divider_style=”arrow3″ bottom_divider_color=”rgba(71,99,142,0.74)”][et_pb_row _builder_version=”4.4.6″ custom_margin=”||||false|false” custom_padding=”||0px||false|false”][et_pb_column type=”4_4″ _builder_version=”4.4.6″][et_pb_text admin_label=”Header” _builder_version=”4.9.10″ background_enable_color=”off”]<\/p>\n

Client Risk Management<\/strong> <\/h1>\n

You need experts in all fields to help you deal with various matters.<\/p>\n

[\/et_pb_text][et_pb_divider show_divider=”off” _builder_version=”4.9.10″ _module_preset=”default”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” background_color_1=”RGBA(0,0,0,0)” background_color_2=”RGBA(0,0,0,0)” _builder_version=”4.9.10″ _module_preset=”default” background_color=”#f1f1f1″ background_image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/08\/309734857-w.jpg” parallax=”on” parallax_method=”off” top_divider_color=”#dbdbdb”][et_pb_column type=”1_3″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_blurb title=”Insurance” image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/08\/icon-umbrella.png” image_max_width_tablet=”” image_max_width_phone=”” image_max_width_last_edited=”on|desktop” admin_label=”Insurance” _builder_version=”4.9.10″ _module_preset=”default” header_level=”h3″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#FFFFFF” header_font_size=”20px” background_color=”#f1617a” height=”196px” custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|8px|8px|8px|8px”][\/et_pb_blurb][et_pb_text admin_label=”Insurance – text” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n\n\n\n\n
Business<\/strong><\/td>\nPersonal
\n<\/strong><\/td>\n<\/tr>\n
\n
    \n
  • F&G<\/li>\n
  • Key Person\n
      \n
    • Ownership<\/li>\n
    • Purpose<\/li>\n
    • Letter of Intent<\/li>\n<\/ul>\n<\/li>\n
    • Shareholder \/ Partnership\n
        \n
      • Ownership<\/li>\n<\/ul>\n<\/li>\n
      • Debt Protection<\/li>\n<\/ul>\n<\/td>\n
\n
    \n
  • Ownership<\/li>\n
  • Life<\/li>\n
  • Trauma \/ TPD<\/li>\n
  • Income<\/li>\n
  • Medical<\/li>\n<\/ul>\n

     <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

     [\/et_pb_text][\/et_pb_column][et_pb_column type=”2_3″ specialty_columns=”2″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_row_inner column_structure=”1_3,1_3,1_3″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”2_3″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_blurb title=”Legal” image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/08\/icon-legal.png” admin_label=”Legal” _builder_version=”4.9.10″ _module_preset=”default” header_level=”h3″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#FFFFFF” header_font_size=”20px” background_color=”#43c1c5″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|8px|8px|8px|8px”][\/et_pb_blurb][et_pb_text admin_label=”Legal – text” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n

      \n
    • Property Relationships<\/li>\n
    • Trading Structures\n
        \n
      • Companies Name\/s<\/li>\n
      • Shareholder Agreements\n
          \n
        • Shareholder Employment Agreements<\/li>\n<\/ul>\n<\/li>\n
        • Buy \/ sell Arrangements<\/li>\n
        • Succession Plan\n
            \n
          • People<\/li>\n<\/ul>\n<\/li>\n
          • Skill Required<\/li>\n
          • Roles<\/li>\n
          • Business Plan<\/li>\n
          • Business Valuation<\/li>\n
          • Employment Agreements<\/li>\n<\/ul>\n<\/li>\n
          • Will – EPA<\/li>\n
          • P,G\u2019s<\/li>\n
          • Trusts\n
              \n
            • Trustees\n
                \n
              • Names<\/li>\n
              • Roles<\/li>\n
              • Meeting Schedule<\/li>\n
              • Documents \/ Giftings<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

                [\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”2_3″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_blurb title=”Accountant” image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/08\/icon-accountant.png” admin_label=”Accountant” _builder_version=”4.9.10″ _module_preset=”default” header_level=”h3″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#FFFFFF” header_font_size=”20px” background_color=”#4a85c5″ custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|8px|8px|8px|8px”][\/et_pb_blurb][et_pb_text admin_label=”Accountant – text” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n

                  \n
                • ACC Planning &
                  Structure CP or CPX<\/li>\n
                • Tax Returns<\/li>\n
                • GST Returns<\/li>\n
                • Statement of Performance<\/li>\n
                • Statement of Financial Position<\/li>\n
                • KPI\u2019s on Financial Measurement<\/li>\n
                • Tax Planning and Minimization<\/li>\n
                • Assets \/ Liabilities<\/li>\n<\/ul>\n

                  [\/et_pb_text][\/et_pb_column_inner][et_pb_column_inner type=”1_3″ saved_specialty_column_type=”2_3″ _builder_version=”4.9.10″ _module_preset=”default”][et_pb_blurb title=”Banking & Investment” image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/08\/icon-money-1.png” image_max_width=”66%” admin_label=”Banking & Investment” _builder_version=”4.9.10″ _module_preset=”default” header_level=”h3″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#FFFFFF” header_font_size=”20px” background_color=”#f8b754″ height=”196px” custom_padding=”30px|30px|30px|30px|true|true” border_radii=”on|8px|8px|8px|8px”][\/et_pb_blurb][et_pb_text admin_label=”Banking & Investment – text” _builder_version=”4.9.10″ _module_preset=”default”]<\/p>\n

                    \n
                  • Personal Loans<\/li>\n
                  • Business Loans<\/li>\n
                  • Credit Cards<\/li>\n
                  • Cash Management<\/li>\n
                  • KiwiSaver<\/li>\n
                  • Mortgages\n
                      \n
                    • Term<\/li>\n
                    • Interest Rates<\/li>\n
                    • Structure – P&I \/ I only<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

                      [\/et_pb_text][et_pb_image src=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/08\/Wisdom8_Risk-Management-everyday-life-chart.png” title_text=”Wisdom8_Risk-Management-everyday-life-chart” admin_label=”Image” _builder_version=”4.9.10″ _module_preset=”default” width=”100%”][\/et_pb_image][\/et_pb_column_inner][\/et_pb_row_inner][\/et_pb_column][\/et_pb_section][et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.9.10″ _module_preset=”default”][et_pb_fullwidth_header title=”Does your insurance really enough to cover your personal risk and protect your family? ” text_orientation=”center” button_one_text=”Read more about Personal Insurance” button_one_url=”https:\/\/wisdom8.co.nz\/en\/personal-insurance\/” background_overlay_color=”rgba(242,72,100,0.83)” admin_label=”text” _builder_version=”4.9.10″ _module_preset=”default” title_font=”|700|||||||” background_enable_color=”off” background_image=”https:\/\/wisdom8.co.nz\/wp-content\/uploads\/2021\/08\/301359602-w.jpg” parallax=”on” hover_enabled=”0″ sticky_enabled=”0″][\/et_pb_fullwidth_header][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

                      Client Risk Management You need experts in all fields to help you deal with various matters. Insurance Business Personal F&G Key Person Ownership Purpose Letter of Intent Shareholder \/ Partnership Ownership Debt Protection Ownership Life Trauma \/ TPD Income Medical     Legal Property Relationships Trading Structures Companies Name\/s Shareholder Agreements Shareholder Employment Agreements Buy […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":""},"yoast_head":"\nClient Risk Management - \u667a\u6167\u4fdd\u9669 Wisdom8 | Wisdom Management LTD<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wisdom8.co.nz\/en\/client-risk-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Client Risk Management - \u667a\u6167\u4fdd\u9669 Wisdom8 | Wisdom Management LTD\" \/>\n<meta property=\"og:description\" content=\"Client Risk Management You need experts in all fields to help you deal with various matters. 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