Get a calculated visual of your insurance needs by going through these 5 steps.
Welcome to WealthJournal's Discovery Tool.
With just 5 simple steps, you’ll be able to gain a better visual of your potential expenditure on the different types of insurance you may need.
Other than helping you layout your financial plans one step at a time, we’ll also be able to offer you additional advice based on your calculation results.
Let’s get started!
Start discovering the most suitable plans for you
Do these factors affect my insurance estimate?
Getting a hold of your finances
Knowing your income and expense amount is the first step to being more aware about your own financial situation.
Once you have your information arranged in front of you clearly like a deck of cards, your ‘financial appetite’ will allow you to plan better – to increase your coverage or to get what is considered the bare minimum.
When making plans for the future, it is important to take into account other circumstances that may affect us in one way or another. Adding these factors into our consideration will ensure our projected numbers are as accurate as possible.
If there’s anyone in your family who’s depending on your income, the last thing we want is to have these expenses left out from this planning stage. Thus, with these proper tools and guidance from professionals, you’ll be able to set comprehensive estimates.