The Financial Health Check is a fact-find exercise which will take place in a one to one meeting. This is a process which will allow us to know you better from both a personal and a professional perspective. And from the information gathered, we will be in a better position to advise you on your protection and savings needs.
The financial health check is also necessary because needs and aspirations in life vary from person to person. You will normally need insurance to secure all the valuable things you possess, and you also have to save money because unexpected or unfortunate events of life may require instantly or progressively relatively huge sums of money.
Furthermore, you may as well need to save to cover medium or long-term expenses and post-retirement life is a clear example. Feel free to contact us for more information.
