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Monthly Archives: March 2013

Joe, Jim and Sam

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This entry was posted in Financial Advice on March 26, 2013 by jcfc.

Do You Need Our Services?
- Ask Yourself

Protection

In the event of my death will….
My debts be paid off?
My Income continue, reduce or cease?
My children’s education be paid for?
My business /business partner be protected?
My children have inheritance tax to pay?
If I become seriously ill will…
I have the funds to cover medical expenses, debt repayment, Income
replacement , convalescence etc.?
If I suffer long term disability will….
My income continue, reduce or stop?

Retirement Planning – tax effective planning for self-employed, company directors or employees

At what age do I want to retire?
What income will I need?
Where will that income come from?
How do I fund for the shortfall?

Savings & Investments

Do I save regularly to provide for a house deposit, children’s education, retirement etc.?
Do I have money Invested or on deposit?
Do I know what my appetite for risk is?

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