What we help you with
- Term life insurance and income protection
- Health and family floater policies
- Critical illness and personal accident covers
- Motor, home and travel insurance
- Reviewing existing policies and closing gaps
- Claims guidance and documentation support
Our planning approach
- Risk & responsibility mapping: Dependants, loans, lifestyle needs and business exposure.
- Coverage calculation: How much life and health cover you actually need, not just what is being sold.
- Product selection: Compare plans from multiple insurers based on benefits, premiums and claim record.
- Policy set-up & review: Help with proposal forms, medicals and yearly review as life changes.
Who is this for?
Individuals, families, professionals and business owners who want structured protection instead of random policies.
What you should bring
- Existing policy copies, if any
- Basic details of loans and dependants
- Income details for term cover estimation
- Medical history summary, if applicable