Matured Family (Age 35-45)
- Family who having children approaching the end of education or relatively independent.
- Who plan to reduce debt and planning for retirement
Here are the guides for you:
1. Wealth Protection
Review policies and make sure no overlapping and it cover all your risk such as death, total permanent disablement, early critical illness, medical card and personal accident.
2. Children Tertiary Education
This is very important and get prepare for it instead of taking the education loan and in the end increase burden for the children. There are ways to prepare the education funding.
3. Retirement Planning/Wealth Creation
Life span is increasing, in averagely age 80s still healthy and active, thus retirement planning is important. There are several products in the market like long term saving plan and unit trust.
4. Legacy Planning
Effectively distribute and preserve wealth for the long term. Regardless of where you stand financially today, here is a question:”what could possibly happen to your wealth and your loved ones once you have kicked your own bucket today?
- Continue to provide for your family’s living expenses?
- Have the ability to fund your children’s education fees?
- Pay for your parent’s medical bills?
- Retain a shelter for your parents, spouse, and children?
We have professional to assist you. Do contact us if you have any enquiries.