Frequently Asked Questions
How do I make sure I’m not over-insured?
You can never have too much insurance coverage if you know something’s going to happen tomorrow, however, having too much coverage comes at a cost. It is therefore essential in seeking out an advisor who have the expertise not just to review & restructure but also bring the value of a long term mutual beneficial relationship between clients and advisors.
Why do I need to buy insurance?
You don’t need to buy any insurance if you planning to use your money for all unforeseen circumstances. If you have that MUCH money, maybe its more of managing it and making sure it doesn’t depletes before you can spend it.
Do you offer free consultations to new customers?
We don’t offer free consultation! Nothing is free in this world isnt it? However, our consultants would be happy to spend time to help you review to see if there is anything to assist on over a cup of coffee/tea on you!
