Our Programs
Life Insurance
⦿ Life Insurance Overview
⦿ Review Current Policies
⦿ Life Insurance Risk Profile
⦿ Life Insurance Risk Mitigation
⦿ Personalised life Insurance recommendation
⦿ Implementation support (if requested)
Health Insurance
⦿ Health Insurance Overview
⦿ Review Current Policy
⦿ Health Insurance Risk Profile
⦿ Health Insurance Risk Mitigation
⦿ Personalised Health Insurance recommendation
⦿ Implementation support (if requested)
Motor and other ad-hoc Insurances
⦿ Motor Insurance Overview
⦿ Review Current Policy (if any)
⦿ Understanding Add-on Covers
⦿ Risk Profile and Mitigation
⦿ Personalised Motor Insurance recommendation
⦿ Other Ad-hoc Insurances – available on request
Emergency Funds
⦿ Emergency Fund – Overview
⦿ Emergency Vs Contigency Fund
⦿ Thumb Rule and Emergency Assets
⦿ Risk and Mitigation
⦿ Avoiding Common Mistakes
Personalised Goal Setting and Retirement planning
⦿ Evaluate Existing Goals & Risk Profile
⦿ Aligning Your Finances & Goals
⦿ Projecting Your Financial Adequacy
⦿ Risk Cushioning – Insurances and Emergency Funds
⦿ Inheritance Planning
⦿ Implementation Support
Student Guidance
⦿ Career Counseling – career path, complementary courses
⦿ Mock Interviews – CV Review, Technical (Actuarial, Risk, Finance) and Behavioural
⦿ Employment – Employers, Fields and Salary negotiations
⦿ Mentorship – Overall career guidance, monthly 1 to 1, ongoing whatsapp support
⦿ Examination Support & Guidance – Professional Actuarial exams only
Career Management
⦿ Employment – Exploring new avenues
⦿ Employment – Fair market value & salary (re)negotiations
⦿ Employment – Which employer best aligns to you and your life goals
⦿ Mentorship – Overall career guidance, monthly 1 to 1, ongoing whatsapp support
⦿ Examination Support & Guidance – Professional Actuarial exams only