In the spirit of giving this season, are you planning to gift your loved ones with the luxury items they’ve been eyeing all year long? Why not put that considerable sum of money to better use, by investing in financial planning gifts that truly pay off!
The Gift of Health
Medical coverage is the most basic step. Having adequate protection can ensure that you get financial help to safeguard your family’s happiness during times of need.
The Gift of Assurance
Life insurance is not a “want”; it is definitely on the “need” list. It is a way of caring for others, because you wouldn’t want them to suffer should any misfortune befall you.
The Gift of Knowledge
Education plans can help to pave a bright future. Pamper your young ones with diverse choices and brilliant opportunities to realise their potential and ambitions.
The Gift of Golden Years
Retirement plans are gifts of independence. By forecasting and planning for the future now, you are enabled and enabling others to live life to the fullest.
The Gift of Legacy
Estate plans create confidence and clarity. Make a detailed inventory of your assets, property and investments; then decide on your beneficiaries and causes.
If you have yet to embark on your “gifting” journey, this holiday period is a great time for fresh beginnings! Speak with us to find out how we can assist you, applying our 3Cs approach of Consulting, Customising and Creating to your Life Plan.Share on Facebook Share on LinkedIn Share