Wealth Effect

Emergency Fund for when the unexpected happens 

If you don’t have income-protection cover or an emergency fund, the thought of getting injured or falling ill for an extended period is enough to keep you up at night.

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If any of the following are you, sounds like you could do with a rainy dayback up plan…

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• Don’t have savings set aside for emergencies

• No income fallback if something happens to you

• Don't have income protection insurance

• Couldn’t maintain your family’s lifestyle if you can’t work

Our back up plan strategy can help you.

• Work out your risks and advise on strategies for mitigating these

• Create a risk plan that can be easily implemented and tracked

• Determine whether you should buy insurance or self insure

• Allow you to fine tune your plan when your life changes

• Ensure your family can maintain your current lifestyle in the event that something unfortunate happens

• Regular check-ins to help keep you on track and on top of everything

BACK UP PLAN SORTED 

PROTECT YOUR FAMILY

PEACE OF MIND

With our market leading strategies, we've been helping families plan succeed and live their dream lives for more then a decade.

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Wondering how we invest our money 

check out our ethical view.