Business Details
22 Years
experience
Trusted Risk Advice Consultant in Northbridge, NSW
With over 25 years of experience in the financial services sector, I established my consultancy in 2004 to address critical gaps in client engagement and risk advice processes. My journey began as a life insurance broker in the UK before transitioning to corporate training and risk advice consulting in Australia. I specialise in equipping financial advisers with practical tools and methodologies to enhance client communication, improve protection outcomes, and build sustainable businesses.My workshops and coaching programs focus on both risk-specific strategies and generic soft skills, tailored to meet the evolving needs of advisers and their clients. Backed by a proven track record of delivering measurable results, I remain committed to advancing the quality of risk advice through education, innovation, and hands-on support.
Services
Risk Advice
Soft Skills Training
Online Workshops
One-on-One Coaching
Estate Planning
Details
- Year established: 2004
Highlights and features
- We offer 25+ years of experience in financial services and risk advice training.
- Our workshops provide practical tools for immediate business application.
- We specialise in client engagement strategies tailored to financial advisers.
- Our coaching programs deliver measurable ROI through improved client conversion.
- We maintain active roles as both consultants and practicing risk advisers.
What people say
Passionate presenter
Improved skills and knowledge
Practical tools applicable immediately
Increased client conversion rates
Industry-recognised expertise
Services
Risk Advice Workshops
Our risk advice workshops equip financial advisers with structured methodologies for client engagement and protection planning. Participants gain practical tools to enhance client conversations, improve policy recommendations, and demonstrate value. The programs combine real-world case studies with actionable strategies to address underinsurance challenges and align with regulatory requirements.
Soft Skills Coaching
Specialised coaching programs develop client acquisition and engagement capabilities through proven techniques. Advisers learn to build rapport, handle objections, and convert consultations into long-term relationships. The training focuses on mindset development and practical application to improve business outcomes and client satisfaction.
Online Training Programs
Self-paced video training delivers 5-6 hours of expert content across four core areas. Advisers access bite-sized sessions covering risk advice strategies, value proposition development, and sales techniques. The programs offer flexible learning with practical implementation tools to enhance professional practice.
One-on-One Coaching
Tailored coaching sessions address specific business challenges through individualised guidance. Advisers receive expert feedback on client engagement processes, strategy implementation, and practice development. The half-day or full-day format allows in-depth exploration of customised solutions for professional growth.
Estate Planning Advice
Comprehensive guidance integrates estate planning considerations into risk advice frameworks. Advisers learn to identify client needs, communicate the importance of legal documentation, and position protection strategies within broader financial plans to enhance client value.
People
Chris Unwin
Founder & Consultant
With 25+ years in financial services, Chris established his consultancy in 2004 after a successful career as a life insurance broker and corporate trainer. He specialises in risk advice methodologies and soft skills development, delivering workshops and coaching to thousands of advisers across Australia.
Questions
What areas of financial advice do you specialise in?
We focus on risk advice processes, client engagement strategies, and soft skills development for financial advisers.
How can I access your training programs?
Our online workshops and video training programs are available for self-paced learning over three months.
Do you offer customised coaching sessions?
Yes, we provide half-day and full-day one-on-one coaching tailored to individual business needs.
What locations do you serve?
Our services are available Australia-wide through online platforms and regional workshops.
How do your programs benefit financial advisers?
Participants gain practical tools to improve client conversion rates, demonstrate value, and increase protection sales.
Videos
