Access Finance & Capital has an association with a financial planning group to provide access to risk insurance products for our clients.
Our financial planning group can also assist with Succession Planning or Estate Planning and Wealth Creation Strategies.
Most people have made the discovery that how they answer these six easy questions can guarantee them peace of mind and save them money.
- In the event that you are unable to earn an income due to sickness or accident, would this cause you financial turmoil?
- In the event of your death, would you want your debts / mortgage paid out?
- In the event of your death, would you want to leave an income for your children?
- Would it be important to you to receive a tax-free lump sum of money to payout your mortgage and your medical expenses, if you were diagnosed with a serous trauma e.g. Cancer, Heart Attack, and Stroke?
- Do you have life insurance or income protection policies?
- Would you like your policies reviewed to see if you can save money or get better cover?
If you have answered ‘YES’ to any of the above questions, we recommend that you should sit down with our Risk Adviser.
Our Risk Adviser can offer you various options to achieve your financial health, or reassure you that what you have in place is doing the right job for your needs.
Email us at firstname.lastname@example.org and advise the best time to contact you.