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06.10.20 | All

Now is a good time to give yourself a financial check up!

Policy Anniversary.  

Your policy, which forms part of your Risk Protection Plan will complete an anniversary very soon. Policy Anniversary entails changes in the sum insured, premium inflation adjustments and other relevant issues. More importantly, if you have had any changes in your circumstances, this needs to be reflected in your Risk Protection Plan.

Contact us

Retirement and Investment Planning
If you would like to review your investments or discuss your retirement options please contact me.

Optimiser Programme

For personalised financial coaching.  The Optimiser Programme will provide a supportive course to help you take control of your finances, so you can achieve your financial goals.

More on the programme

Would you like more insurance cover without the paperwork?

If you have life insurance, you may also be entitled to an additional CPI increase at your anniversary date.  This allows you to increase your benefit amount without health underwriting requirements.

Each year at your renewal is an opportunity for those clients who have experienced health issues and may find it difficult to get extra cover.

Read more…

Your Specialist

A disclosure statement is available on request and is free of charge.

 

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12.02.21

Money and Wellbeing

Read More
30.06.20

Would you like more insurance cover, without the paperwork?

Read More
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