Protecting Wealth with Tailored Insurance Solutions

4 February 2026

As part of Rivkin SMSF Partners’ services, we are proud to work with our Rivkin Wealth Advisors team to provide you and your clients with expert financial planning services.

Since its establishment, the Rivkin Wealth Advisory team has continued to grow and has now assisted a vast range of clients to achieve their financial goals.

As part of this growth, Rivkin Wealth Advisors has welcomed its newest Advisor, Peter McDonagh.  Since joining, Peter and the team have been focusing on providing strategic guidance across Life, Income Protection, Total & Permanent Disability (TPD) and Business Insurances. Many of our clients within the Rivkin network are benefiting from having their insurance reviewed and optimised.

The Benefits of Insurance for You and Your Clients

For Your Clients:

  • Tailored advice across life, TPD and income protection insurance to safeguard their wealth and lifestyle.

  • Policies designed to complement their broader financial plan, ensuring their retirement and investment goals stay on track even if illness or injury occurs.

  • Confidence that their family’s financial future is protected, creating peace of mind during uncertain times.

For You as a Partner:

  • Enables you to offer a complete, end-to-end financial solution without taking on the complexity of insurance advice in-house.

  • Our specialists manage the research, policy structuring and administration, saving you time and resources.

  • Strengthens your client relationships by demonstrating you can connect them to trusted professionals for every aspect of their wealth strategy.

  • Keeps you fully informed at every step, so you remain the primary relationship while we handle the technical details.

Accredited Financial Advisors with PPS Mutual

The Advisors within the team also recently completed qualifications to become accredited Financial Advisors with PPS Mutual, which is an insurance company specialising in extremely high-quality cover for Medical, Legal and other Professionals. This offering means that your professional clients can get affordable coverage through an accredited advisor with a unique profit share model that gives back to its members.

 

                                                                   

 

                                                                        

Book a Call to Find Out More

The team are offering complimentary consults, which can be a great chance for your clients to review their cover. In some cases, just a few tweaks to existing cover can make a huge difference in premiums, leading to cost savings for your clients.

 

                                           

 

The team’s insurance knowledge, backed by Rivkin’s investment expertise, is continuing to allow the Wealth Advisory team to provide extremely tailored, quality advice at an affordable price with trusted Advisors.

Contact your SMSF Partners Representative Today

We’re here to help you and your clients reach their financial goals.

 

Call us anytime at 0401 977 137 or book a call with us through the button below to speak to someone at a time that works for you.   

Book a Call