SERVICES
Insurance Portfolio Review
Customize and Holistic Portfolio Process
A Portfolio Plan Suite to your Needs
Through an exploratory discussion and review of your policies, we will be able to highlight the coverage gaps. It might be a missing hospitalisation plan or a missing personal accident plan, or you might even have multiple policies covering the same gap and paying unnecessarily for excess coverage.
We will let you know if there are gaps or overlapping coverage and see if we are able to help you optimize your existing cover to suit your unique personal circumstances. Through this, we hope to provide clarity to you and cover your gaps.