Ian makes a point to check-in with me often, keeping me up to date and ensuring that I continue to follow our agreed game plan. He’s like a personal trainer for my finances. read more
Insurance is a very important instrument when it comes to financial planning. It can mitigate financial loss and provide a means of continued living in the case of undesired events such as disability, illness, or premature death. In essence, insurance helps you to protect your progress towards your financial goals.
However, buying the wrong policy or over-spending on insurance actually damages your financial status. So we have to be very careful and selective in our insurance choices.
This difficulty is not helped by the fact that the insurance market is saturated with many confusing schemes by many different companies.