Risk Planning

As part of our holistic financial planning process and together with our clients, we identify the risks and threats that could potentially inhibit them from reaching financial independence. It is important to mitigate these threats and constantly review and refine the risk plan as our clients enter new life stages.

We gather solutions from various professional affiliates and discuss with our clients the most suitable and affordable options to implement. These solutions may include.

  • Life Cover (Income and Lump sum)
  • Disability Cover (Income protection and Lump Sum)
  • Severe Illness Cover