01
Life Insurance
- Life Insurance Overview
- Review Current Policies
- Life Insurance Risk Profile
- Life Insurance Risk Mitigation
- Personalised life Insurance recommendation
- Implementation support (if requested)
Programs
Our Programs
02
Health Insurance
- Health Insurance Overview
- Review Current Policy
- Health Insurance Risk Profile
- Health Insurance Risk Mitigation
- Personalised Health Insurance recommendation
- Implementation support (if requested)
03
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
04
Emergency Funds
- Emergency Fund – Overview
- Emergency Vs Contigency Fund
- Thumb Rule and Emergency Assets
- Risk and Mitigation
- Avoiding Common Mistakes
05
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
06
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
07
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
Ready when you are