Products Review
- Insurance
- Investments
- Loans
- Medical Aid
- Estate Plans
- Retirement Plans
Financial Products Review
We recommend reviewing your financial portfolio on a continuous basis. This will serve as a reminder to update your insurance when life events occur such as getting married, purchasing a new home, or starting a business. This review should include:
- Insurances
- Investments
- Loans
- Estate Plan
- Retirement plan
- Health plan
An investment in your portfolio should be monitored to ensure that it is maximizing return and meeting your investment objectives. The following events should prompt you to review your financial portfolio:
- Getting married
- Change of occupation, promotion or move to another institution
- Having children
- Loans
- Taking any form of loan, mortgage or buying a vehicle on loan
- Drafting estate planning documents
- Planning for retirement