Insurance Audit

When it comes to insurance, many would rather close one eye, pay for policies and avoid remembering it despite how costly it is.

So why is Auditing required? If you haven’t worked with an Independent advisor, allow me to guide you through this daunting task and highlight to you the good, the bad and the purpose of each type of insurance, so that at the end of the day, you will be in the position to decide what is best for yourself.

Afterall, as an independent, I can afford to be unbiased on each plans and tell you the truth.

It may hurt, but best to hurt now, when you can afford it.

Insurance Audit includes:

  1. Risk Assessment (More on this here)
  2. Assessment of existing insurance policies
  3. Relevance of existing insurance policies 
  4. Portfolio Recommendation & Proposal 

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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.

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