Money Management ‘Boxes’
To manage our money better we need to divide it up into manageable boxes. We start by putting our expenses into groups according to their characteristics.
Money Management 101
A budget is your plan on how to save and spend your money. We prefer the term money management because the word budget for can be scary.
Understanding Cyber Insurance: What It Is and Why You Need It
Understanding Cyber Insurance: What It Is and Why You Need It. Learn how to protect your digital assets from data breaches, cyber extortion, and more.
The Financial Check-Up: Why Regular Reviews Are Key to Your Success
We all know the importance of taking care of our physical health, but what about our financial health? Regular financial reviews are like annual physicals for your money. They help you stay on track and identify areas for improvement.
How much Life Cover do I need: A Comprehensive Guide
Death, like taxes, is unavoidable, but most people prefer not to think about it. If you have loved ones who rely on your income, you need to ensure that they are financially taken care of, even after you pass. This brings forth the question, "How much life cover do I need?".
The 3 Essential Steps to Building Your Risk Plan: Protecting Your Financial Future
Proper risk planning is crucial for safeguarding your financial well-being in the face of life's uncertainties.
Factors Affecting Your Premium
Understanding the factors that influence your insurance premium is crucial for making informed decisions
Choosing the Right Insurer for Your Needs
Are all insurance companies equal? The simple answer is no. We compare 3 providers and there is no one size fits all.
Securing Your Financial Future: Addressing 3 Crucial ‘What Happens If’ Questions
Life is full of uncertainties, but with proper risk planning, you can secure your financial future. Explore the importance of addressing the "What happens if" questions and gain peace of mind.
A Practical Guide to Planning for the Inevitable
We break down this daunting task of putting together Your Essentials Portfolio into 8 easy steps. This practical guide to creating Your Essentials Portfolio will provide clarity to you and your family.
Should I have Funeral or Life Cover?
Should I have funeral or life cover? Despite what many think, funeral cover is not always the cheaper option. Oftentimes for the same financial amount, life cover offers greater benefits.
Getting My Life in Order
Getting your life in order is a process where you consolidate all the important information that loved ones should be aware of should something happen to you.