Simply ask yourself the following questions:

  • Do you want a tax free lump sum and income for life when you retire?
  • Would you like a retirement planning report specific to your circumstances to meet your goals?
  • Do you have a pension from a previous employment?
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8 Reasons why your life insurance policy might be ineffective and too costly:

  1. You may have taken out a very expensive and unsuitable policy through a financial institution.
  2. You used to be a smoker but are now a non-smoker.
  3. You had an interest-only mortgage but don’t anymore.
  4. The value that you had placed on your business was higher than it is now.
  5. Read more...

 

Lump Sum Investments:

With deposit rates dropping to record lows, the real value of your investments will be eroded by inflation by leaving it just sitting in a bank account. Speak to us about your investment options whether you are a low risk individual who wants capital security or someone who wants access to a diversified investment spread across a wide range of asset classes.

 

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