Financial Protection, helping you prepare for the future.
Your future is unknown and it’s important to consider the risks and be prepared if things don’t go to plan, which is where financial protection comes into play.
Did you know that more than one in six working families would receive little or no help from the state and see their income drop by a third* if the main earner became unable to work? Make sure that you don’t become one of these statistics and talk to our expert team, who will make sure that what’s important to you; for example, your family, lifestyle and home (rent or mortgage), and protected in the event of the worst-case scenario.
The Milestone team will identify whether you need protection and what type of protection you might need by looking at the whole picture. For instance: What savings do you have? Do you have a mortgage or any debts you need to pay? Do you already have any insurance products, and if so what do they cover?
No two people are the same and the type of protection you need will depend on your personal circumstances and stage in life. Don’t worry though, our team of experts will work with you to determine the cover you need to ensure the financial well-being of your family and at the best possible price.
Book an appointment with one of our advisors today!
Book an appointment for a financial review or to meet with one of our experienced financial planning advisors to see if you are on track to reach your financial goals and to learn what we can do for you.