Income Protection,Trauma and Permanent Disability Insurance
Making a commitment to yourself, your family and your business for 2018
As we approach the end of 2017, it is a worthwhile time to reflect on the year that has passed and plan for the year ahead.
New Year’s resolutions come and go; some stick and some do not. The dynamic nature of financial planning is that plans can be made and evolve over time. It is far from a set and forget process.
As we head towards 2018, it is worth asking yourself:
- Have I adequately protected my income and the lifestyle needs of my family through a comprehensive income protection plan?
- Have I planned for the unexpected through adequate critical illness and permanent disability cover?
- Have I protected my family in a financial sense against the catastrophe of an early death?
- Do I have adequate protection in place for my business against the death or disability of a key stakeholder or employee?
Planning for the expected as well as the unexpected is a key pillar to any successful financial plan, so if you answered ‘NO’ to any of the questions above, the good news is that we can help you.
At Principal Edge we maintain that a comprehensive risk protection plan is central to the strategies we consider. Without the solid foundations that protect you, your families and your businesses against the unknowns of tomorrow, all the best laid retirement and investment plans count for little.
It’s time to take a close look at your own personal and business risk portfolio. Make a commitment now to ensure that when 2018 starts you have a tailored plan in place that is reflective of your needs, aligned with your cash flow and is tax efficient.
Call us today and let’s make this New Year’s resolution stick!
