Is your mortgage deal ending in the next few months?
Are you planning to buy your first home or move to another property in the next 12 months?
When is the last time you have reviewed your insurance policies? Are you certain they meet your needs?
Are your insurance policies in trust?
Has anything changed since you last got your insurance? Got a new child, partner, or one of your children turned 18? Maybe you got married or got divorced?
When is the last time you have reviewed your will? Or maybe you still don’t have one?!
Just like doing a spring-clean to our homes, it’s good to sort out our financial matters from time to time.
Make it a goal to have everything you need in place for the peace of mind of yourself and your family.
