Insights & News

Protecting family finances during a cancer diagnosis

Stephanie was incorrectly diagnosed with a medical issue, from which she had to immediately be absent from work. Unfortunately, the true diagnosis – once discovered – was cancer.

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Securing retirement and a new lease of life with Critical Illness pay-out

Daniel, a self-employed contractor working in association with a large company, suffered a mild stroke. He fortunately made a full recovery, but the experience prompted him to take stock and re-evaluate what was important to him in life.

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Protecting a family and business with Protection

A local business was owned by two Directors and had several employees. Unfortunately, one Director, Jason, was diagnosed with terminal cancer and was unable to continue working. He returned to work after two years of respite but was unable to continue with the responsibilities he had previously held within the company.

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Helping couples to retire early

There are common misconceptions concerning if early retirement is possible, so seeking expert advice that is bespoke to your situation is essential. Here is how one of our financial planners helped a couple prepare for early retirement.

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2 minute read
Critical Illness Cover – what is it, and how could it safeguard your earnings and family?

Setting up a Critical Illness policy protects you, your family and your income should an unexpected life event occurs. 

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1 minute read

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