Most families hold dozens of financial products: pension funds, provident funds, study funds, life and health insurance, home and car insurance. Often there are duplicate covers, higher-than-necessary fees and policies that no longer fit the family’s situation.
What it includes
- Pension savings: pension funds, provident funds, study funds and executive insurance.
- Life, health and disability insurance.
- General insurance: home, car and business.
- Analysis of the pension clearing-house report and tracing unclaimed funds.
- Comparing management fees and negotiating with the institutions.
- Rights enquiries with insurers and institutional bodies.
Who it is for
- Families who want order in their financial products.
- Anyone who has not reviewed their fees or cover for several years.
- Anyone who has been through a major change: marriage, children, a new business or retirement.