Mon - Fri 8:00 - 17:00

Sat-Sun Closed

086 111 2797


8 Tobago Place, Lonehill


Let’s talk about Covid

We are still in the throes of Covid and its aftermath and the uncertainty of what our futures look like, still lingers.  Planning for a future is now even more challenging and simply going away on a holiday seems, perhaps, unattainable.  
Many of my clients suffered either a financial loss or the loss of a loved one. The benefit of having their financial plan in place and, in most cases, the necessary provision for an unplanned event, assisted them greatly in these trying times. For those with adequate life cover, their loved ones are taken care of, whilst dealing with the loss of their parent. Clients that landed up in ICU, did not have to worry about how the medical bills will be paid but could concentrate on getting better.
It is imperative that you do not postpone your review with your advisor but rather see this meeting as a MUST. Ensuring you have the right cover and an up-to-date Last Will and Testament, is a true act of love.  This act of love is done to ensure they can live the life you wanted for them.  I have been in this industry for over 20 years, servicing my clients and now assisting their children to make their tomorrows better, whatever life throws at them.
We always talk about a 5 or 10 year plan, so what is yours? Covid has shown us, everything can change. Be equipped to deal with what the future brings.
Five very important issues that you should ensure is addressed:
  • Your Will
  • Beneficiaries on your policies both personal and work benefits
  • Hospital cover
  • Gap cover
  • Life cover and Income protection
We care about you and your family’s financial well-being, reach out to us today and we will assist you no matter how small or big your need might be.
Contact me today.