Starting Out

25 years to 30 years

You’ve just started your career. Long hours at work, a hectic social life, maybe finding a life partner and contributing to your parents’ expenses are your main focus in life.

This is the right time to develop a structured financial plan that takes care of:

 

Wealth creation for:

  • Short term savings needs – Car, house etc.
  • Long term savings needs.

 

Our recommended plans:

Middle Years

30 years to 45 years

You’re gradually reaping the benefits of your hardwork in your career, most of your spare time is devoted to your social life and as for your family, you’re finally getting the chance to take care of your parents and discover the joys of being that cool uncle/aunt. There are a lot of people who depend on you.

And this is the right time to change your financial plan:

 

  • Wealth Creation For:
    • Short term savings such as a new car, holidays etc.
    • Long term savings needs
  • Mortgage insurance for your first house
  • Start planning for retirement
  • Pure protection for life + health

 

Our recommended plans:

Getting Ready to Retire

45 years to 55 years

Retirement may seem that very far off “one day” when you will finally have all the time to yourself to pursue your interests and live a life of leisure. It’s much closer than you think.

 

Structure your financial plan to take care of:

  • Retirement planning
  • Plan for medical
  • Mortgage insurance for a second home

 

Our recommended plans: