Protection Planning is the foundation of a comprehensive financial plan and is a must before you embark on the other components like investment planning, retirement planning and estate planning.
All of us face risks of premature death, disablement, hospitalisation, surgery and long-term illness. It is the financial consequences like loss of income, medical expenses and ancillary costs that need protection. A good protection plan comprises a combination of insurance policies possibly to cover all the risk exposures. We do thorough fact-finding and financial needs analysis before making recommendations according to the requirements of the Financial Adviser Act. We source for the suitable products which available to give to our clients wider choices and better value.
Contact us if you need information on any of the following:
Making better investment returns can make a small difference to your lifestyle. Not protecting against life’s risks can destroy you and your family financially.
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