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Financial Protection

 
 
Insure your car? Insure your life!

Insure your car? Insure your life!

May 7, 2021

As a certified financial planner, a vital part of what I do is ensuring catastrophes like premature death are considered now, so there is a plan in place before an eventuality may occur. Managing risk is an important part of that. A way of transferring the risk away from your family unit to an insurance company is by buying life assurance. It doesn’t always have the best reputation, but ask a widow or widower who benefited from it and they’ll tell you a different story. We insure our cars and our home; it’s a natural step to insure our lives. read this article to find out why it’s worth considering.

Category: Financial Planning, Financial Protection

 
Why World Alzheimer’s Month matters for our finances

Why World Alzheimer’s Month matters for our finances

September 26, 2020

September is World Alzheimer’s Month, an international campaign to raise awareness and highlight issues faced by people affected by dementia. Globally, dementia is one of the biggest challenges we face, with nearly 50 million people living with the condition worldwide. So why am I writing about this? In The Money Plan I talk about eight […]

Category: Financial Protection

 
Wills and Trusts: what you need to know

Wills and Trusts: what you need to know

April 26, 2018

Making a will is absolutely vital for everyone over the age of 18, but many of us don’t even think about it until we’re getting older. Here’s the information you need on how to get organised with planning your will or trust.

Category: Financial Protection