InvestorPlus
Our life our financial circumstances continuously change and the responsibilities of every day life often cloud our judgement when it comes to our long term financial future. Over time wealth accumulation and wealth protection become a more important factor in our lives, especially when we have a family to care for.
The InvestorPlus package recognises that while there is a minimum requirement to maintain life insurance, wealth accumulation and wealth protection should become a core focus as we grow older.
InvestorPlus services
We not only review your risk insurance policies, we work closely with you to design financial strategies that specifically address and focus on your identified financial objectives.
The InvestorPlus service is tailored to meet your individual needs and requirements.