A financial plan is only as strong as its protection. Adequate life and health insurance, and a clear view of your loans and obligations, ensure that a single event does not force your family to break investments meant for other goals.
Why it matters
- Many families are under-insured relative to their income and loans.
- Medical costs can wipe out savings without adequate health cover.
- Mixing insurance with investment often leaves both underperforming.
What we look at together
- 01Life cover needed versus cover held
- 02Health insurance for the whole family
- 03Critical illness and accident cover
- 04Loan liabilities and their protection
- 05Existing policies and their purpose
- 06Nominee details