Your insurance portfolio should work for you—not the other way around. Over time, life changes, financial needs evolve, and insurance policies may no longer align with your goals. An Insurance Audit helps you assess, optimize, and ensure you’re neither overinsured nor underprotected, while eliminating unnecessary costs.
What We Do in an Insurance Audit
🔹 Insurance Policy Review & Analysis – Assess all your existing insurance policies to ensure they align with your current financial needs and goals.
🔹 Coverage Optimization – Identify gaps in coverage, remove redundancies, and adjust policies to maximize protection at the best value.
🔹 Cost Efficiency Assessment – Ensure you’re not overpaying for unnecessary coverage or outdated policies.
🔹 Claims & Benefits Review – Understand how to maximize policy benefits and ensure claims processes are clear and efficient.
🔹 Future-Proof Planning – Align your coverage with your long-term financial and estate planning needs.
A Transparent, No-Obligation Approach
This audit is purely advisory—there’s no obligation to take up any new plans unless they clearly add value to your financial strategy. My goal is to help you make informed, unbiased decisions while ensuring you have the right protection without unnecessary expenses.
Why Get an Insurance Audit?
✅ Ensure Proper Coverage – Your needs evolve; your insurance should, too.
✅ Avoid Wastage – Stop overpaying for policies you don’t need.
✅ Peace of Mind – Know that your insurance aligns with your financial plan.
✅ Client-First Advisory – No product pushing—just expert, transparent advice.
Let’s Optimize Your Insurance Portfolio!
A comprehensive insurance review can bring clarity, savings, and confidence in your financial security. Let’s ensure your policies are serving you efficiently and effectively.
Disclaimer: The content above, including all information, opinions, and interactive elements, was created by the individual financial consultant. The views expressed are the consultant’s own and do not necessarily reflect the official policy or position of Financial Alliance. Financial Alliance does not guarantee the accuracy or completeness of this content and is not responsible for any errors or omissions. If you believe any information is inaccurate or have other feedback regarding this content, please contact us at feedback@fa.com.sg.
Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.
By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
Subscribe to our newsletter to receive updates on our latest content!