WHITEROCK WEALTH
Insurance & Protection
Consider protection needs alongside the investment plan.
HEALTH & LIFE
Two different questions to review.
Health insurance
Discuss hospitalisation costs, existing cover, policy exclusions, waiting periods, co-payments and renewal conditions.
Life insurance
Review how dependants would meet ongoing expenses and commitments if an income stopped. Compare cover needs with existing assets and policies.
UNDERSTAND THE POLICY
Review the details before deciding.
Premium alone is not the whole comparison. Check benefits, exclusions, claim procedures, affordability and how the policy fits your needs.
[VERIFY BEFORE PUBLISHING] confirm current insurance distribution authorisations, partner arrangements and required disclosures. Availability and terms must be confirmed with the relevant provider.
LET’S TALK
Your financial goals deserve a plan.
Bring your goals, existing investments and questions. Start a conversation with the Whiterock team.