In life there can be many uncertainties, unknowns and concerns especially when it comes to financial matters. These things can pop up when you are least expecting them and that’s why we believe that the implementation of a robust wealth protection strategy is equally as important as wealth creation.
Your financial consultant will firstly make a full assessment of your current situation looking at any provisions you may already have in place as well as any liabilities including mortgages or debt. We would then assess your needs, taking into account what would happen if you were unable to work or if you were to die unexpectedly. How much money would you need to leave for your family?
Once we have completed our full assessment, we will search the protection market for relevant solutions and advise you on the appropriate levels of cover and product mix including life insurance, critical illness cover, trusts and estate planning. We will also ensure that your consultant regularly reviews your protection needs and advises you accordingly on any changes that need to be made.
If you would like some more information about protection planning please contact Oscar Winson and one of our financial consultants will help you to analyse your situation and decide what provisions need to be made to protect both you and your family.