Practical Risk Management for Treasury & Finance
We help banks, finance companies and corporates create value and manage risk. Policy, pricing, models, risk management and hedging implemented with your team
Experienced practitioners across a wide range of risk disciplines.
- Liquidity management & funding strategy
- Interest rate risk & hedging support
- Capital management & optimisation including issuance support
- Credit risk management
- Pricing models & methodology review
- Funds Transfer Pricing implementation
- Financed emissions / carbon transfer pricing
Hands-on outsourced support: we work alongside your team.
- Risk reporting & modelling
- Liquidity risk & stress testing
- ALCO packs & governance
Practical frameworks aligned to Basel and local standards.
- Policy review & development
- Governance support & reporting
- Independent risk committee membership
- Risk & control self-assessments
Upskilling Treasury teams on methodology, metrics and governance.
- One-on-one coaching
- Workshop-based bank simulation training
Our Approach
Diagnose: focussed discovery and data-light review to target the value drivers.
Design: co-design limits, models and processes with your team.
Deliver: implement tools, dashboards and routines that stick.
Transfer: documentation and training so you can run it without us.
Why we are different
Trusted practitioners to our clients
Measurable outcomes
Right-sized solutions
Audit-ready documentation and governance
Meet the team
Over 30 years practical risk management expertise
Nigel Annett
Managing Director
More than 30 years' experience across Treasury; Global Markets and Corporate Banking across London, Asia, Australia and NZ
Plannett Risk Management is a specialist treasury advisory firm established in 2024 by Nigel Annett to advise and support financial institutions and corporate businesses in financial and non-financial risk management.
Our services encompass policy development, strategic hedging advice, training, and ongoing risk monitoring. We bring nearly 30 years of practitioner experience in banking and advisory roles.
Plannett can offer a range of services from policy and governance reviews to hedging strategies and execution support, upskilling teams in treasury and financial management and providing outsourcing of operational activities.
Some of our clients
Our Partners
Let’s talk
Based in New Zealand, working across APAC.
Email: nigel@plannett.co.nz
Phone: +64 (21) 809 605
LinkedIn: Plannett Risk Management