OUR SERVICES

Guidance for what
matters to you.

Start with your needs. We’ll help you understand relevant protection options and identify useful next steps.

01

Family & life protection

Protect the people who depend on you.

We start with your family responsibilities, priorities and existing cover. The conversation can include life protection, critical illness and the financial impact of a serious disruption.

  • Review existing life and critical illness cover
  • Discuss dependants and financial commitments
  • Understand relevant benefits, limitations and affordability
02

Medical & health

Understand the cover you already have.

A medical policy review helps you locate and understand important details before you need to use them.

  • Review annual limits and room benefits
  • Check applicable deductibles, co-payments and exclusions
  • Identify insurer contact and admission processes
03

Takaful

Explore protection that fits your preferences.

We can help you discuss takaful options and understand the relevant certificate terms, contributions and application process.

  • Explain the available protection options
  • Review certificate benefits and limitations
  • Guide the application and servicing conversation
04

Business protection

Plan for continuity.

Business owners can explore how a serious illness, death or other disruption could affect their people, cash flow and ownership arrangements.

  • Key person protection discussions
  • Insurance funding for buy-sell arrangements
  • Selected business and general insurance needs
  • Coordinate relevant legal and accounting support
05

Policy reviews

Bring your cover into the conversation.

Life changes can be a useful time to revisit your protection. Start with a guided health check and take the questions into a discussion with an advisor.

  • Medical limits and exclusions
  • Life and critical illness cover
  • Nominations and last review date
Discuss this with us
06

Estate & legacy planning

Make your wishes part of the plan.

Discuss nominations, Will, Wasiat and Trust planning needs, with relevant professional support for your circumstances.

  • Clarify wishes and family priorities
  • Identify documents and questions for specialists
  • Coordinate relevant provider introductions
07

General insurance

Explore everyday and business protection.

Discuss selected personal and business insurance needs, or explore available options through MyInsure.my.

  • Personal protection needs such as travel and home
  • Selected business protection enquiries
  • Digital product exploration through MyInsure.my

Let’s start a conversation.

Tell us what matters to you. We’ll help you find the next step.

Talk to an advisor