• Your Premier Financial Plan reviews all your needs in the following areas:

  • Life Cover
  • Income Protection
  • Illness Cover
  • Education Planning
  • Savings and Investments
  • Tax Reliefs
  • Retirement Planning
  • Estate Planning

• The plan will help you prioritise what financial concern needs to be addressed first

• The "Know your Money" online course helps you get to a handle on your personal finances

• The plan is designed to give you clarity and peace of mind

What you will learn in your "Know your Money" course:

We have videos to help your employees in the following areas.

• Introduction to the Know Your Money course
• 3 Items you need to Grow your Wealth
• Basic Needs, Wants & Wishes
• Getting to Know your Personal Expenses
• Getting to Know your Income
• List your Liabilities
• List your Assets
• Preparing your Personal Net Worth Statement
• Debt Management
• Prepare you Life goals and Priority Sheet
• Know your Money Action Path