Consultation

Financial planning can be easy and hassle-free.
Let us simplify and navigate you through this process.

Our Consultation will bring you through 3 simple steps:

Step 1: Understand Your Financial Situation

Before we can take any action, we first need to have a detailed understanding of our current financial situation. It's essential to have a list of checks so you don't leave anything out!

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Group of Orange Umbrellas

Step 2: Review Your Coverage

Next, we need to review and understand our investment and insurance portfolio - what do they do, why we bought then, and how are they working for us now.

Step 3: Add & Remove

With some consideration for our future, we'll be able to gauge how much we can commit to protecting the health of ourselves and our loved ones, or to growing our money.

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Insurance and Investment Types

While we’re trying to decide what stays in or gets removed from our portfolio, it’s great to have some general information to help us make better decisions. We don’t need to go into the nitty-gritty of each product or dive into financial jargon, but having a rough understanding of each type of product will help you compare better.

Whole Life Insurance

Looking for plans with cash value and a limited premium term? Look no further, let us draw up a detailed comparison report for you!

Term Life Insurance

We understand that sometimes you may only need specific coverage for a particular period of time. Term policies are a good option!

Endowment Plans

Suitable for consumers who are looking at a stable wealth accumulation method. Lower risk appetite, nevermind!

Retirement Plans

Secure your retirement with us. Enhance your retirement income today!

SRS-Approved Plans

We know that your options are limited for SRS-approved plans, but there are many variations across our board of providers.

Investment Plans

Higher risk appetite? No problem! With a wide range of platforms and funds to choose from, you will be spoilt for choices!

Long-Term Disability Plans

Many tend to neglect this, but it is one of the most important aspects of your financial plan.
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Get your free consultation where you will understand your insurance needs, and we will breakdown the pros and cons between the different insurance plans.
Let us simplify finance for you.

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