Welcome to Our Website

Welcome Message https://player.vimeo.com/video/161370558

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Fiance or Fiancee get your finances in shape early

Sort out your life insurance It’s important to make sure the person you love is adequately provided for, whatever happens to you. This means taking out life insurance – and also considering critical illness cover and income protection. Cover your rings! Your wedding rings are not only significant emotionally – chances are they cost a bit as well. So it’s daft to ignore insuring them. Ask your home insurance policy provider whether your engagement and […]

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How to make a Budget and stick to it.

1. Get organised

Gather together all your paperwork
If you've been sensible, all of your paperwork will be neatly filed

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ARF/AMRF

An Approved Minimum Retirement Fund (AMRF) and/or Approved Retirement Fund (ARF)     A Guaranteed Income for Life, or annuity, may be the right option for someone who needs their pension to provide them with a steady income in retirement. However, if your circumstances are such that you do not require a regular income for life in retirement, you could consider purchasing an Approved Retirement Fund (ARF) or an Approved Minimum Retirement Fund (AMRF).   There […]

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Reviewing Life Cover

Time to Review Your Life Insurance? Most people just take out a life policy, stick it in a drawer and never look at it again. You should review your life insurance or mortgage protection every few years.  Check if there is better cover available or if you can get better value elsewhere. Did you know that the price of life insurance has fallen by up to 40% over the past 10 years. Whenever you experience a […]

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Life Insurance

Do I Need Life Cover? Simply put – If someone would suffer financially on your death then you need life cover. Please see below the different categories of people who need life cover.   1. Parents 2. Couples with no children 3. Self Employed 4. Retired 5. Single with no dependents  A) Parents As you know, having a child changes everything. But did you know it also changes your life cover needs? As parents we […]

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