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We believe collaborative planning has the power to improve lives by supporting dreams with wisdom and disciplined implementation. Financial prioritization through goal setting allows clients to live move empowered lives of purpose, significance and fulfillment by using their wealth to make positive differences in the lives of family, friends, community and society.
Platinum Risk Management is client-centric. Our longstanding relationships with valued clients speaks to our commitment to service excellence. We work with our Insurer partners to construct bespoke policies to better suit your needs.
At Platinum Risk Management, our approach is to see every client as that client, making sure he/she is uniquely guided through customized solutions to eventually achieve financial freedom.
Creating a legacy for your loved ones through the successful creation and sustenance of your life’s work, both during your lifetime and after, can often be complex. So to make sure that it is watertight and that upon your passing a legacy aligning to your wishes, we will guide you.
Good accounting can save the day – precise financial planning and reporting should always be a cornerstone of any business. In difficult financial times, paying attention to accurate accounting and report monitoring on a monthly basis goes a long way to ensuring the financial well-being of the entity.
What We Do
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01
Short Term Insurance
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02
Life Assurance
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03
Trust & Estates
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04
Accounting & Business Services
Short Term Insurance
Personal Insurance- Car Insurance
- House Insurance + Concepts
- All Risk (Cellular Phones, Laptops, iPods, Jewellery)
- Fire Cover
- Stock / Contents
- Business Interruption
- Motor Fleet
- Machinery Breakdown
- Goods in Transit
- Professional Indemnity
Life Assurance & Investments
At Platinum Risk Management, our approach is to see every client as that client, making sure he/she is uniquely guided through customized solutions to eventually achieve financial freedom.
- Financial Planning
- Life Assurance
- Savings/ Retirement Policies
- Investment Planning
- Business contingency cover
Trust & Estates
Creating a legacy for your loved ones through the successful creation and sustenance of your life’s work, both during your lifetime and after, can often be complex. So to make sure that it is watertight and that upon your passing a legacy aligning to your wishes, we will guide you.
- Wills & Estates
- Trust Planning
- Estate Planning
Accounting & Business Services
- Accounting & Services
- Tax Planning
- Secretarial Services
- Business Structure
- Business Planning
- Payroll & Labour Consulting
- Legal Contracts
Client Words
The Platinum Coastal team is such an asset to my practice. Always available and ready to assist. It is such a relief to know that my practice and my personal profile is in trustworthy, faithful and capable hands.
Marelize Coetzee Cardiac Physiology
Get In Touch Now
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