Do you have multiple insurance policies? You may benefit from bringing them all to one provider. But before moving to a different insurance provider, make sure you review your options carefully. It’s important to understand how any changes could affect your ability to file a claim. Once again, this is something we can help you with.
As you may know, the cost of insurance depends on a variety of factors, including the amount of risk involved, and the likelihood of an undesirable event occurring. That’s why some policies can get more expensive as you get older. Others, however, can reduce in cost, and this is often the case with car insurance.
Did the six points above prompt you to think about how you can make the most of your insurance? Give your policy a periodic check-up – with our help. Which leads us to the next point…
Who said financial skills are just for grown-ups? Teaching kids about money provides them with a toolbox that will be incredibly useful through life in making confident and informed decisions in the future.
And its importance goes well beyond money itself. It can be the foundation upon which key skill sets are built, such as ethics, empathy, organisation, time and risk management. Of course, the style and approach is personal to every parent, but if you’re not sure where to start, check out these handy tips.
When life throws a curve ball or two and you need to claim on your insurance, having the knowledge, expertise and guidance of your insurance adviser makes all the difference.
It’s your adviser’s job to guide you through the process; to help you understand what you can claim; to represent your interests with the insurance company; to make sense of the various forms and process. Ultimately, they’re there to make claim time as stress-free as possible and to help you receive your pay-out in a timely manner.
People insure their car, furniture, luggage and even their pets - but often neglect to insure their hard-earned lifestyle. Left uninsured, which would be the greatest loss?
Purse strings may be tight today, but you'll still want to keep your long-term financial goals on track. We all like to think “it’s never going to happen to me”, but accidents and illness can happen. And some of us die too soon. Life can be unpredictable, which is why many of us decide to protect ourselves with some form of life insurance and disability.
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