Insurance Portfolio Audit

Has it been a while since you’ve last looked at your Protection Portfolio and are you a little unsure in how you recall all the coverage you have and why you had it?

Perhaps life has taken you to a different station and your portfolio as it stands does not reflect your current situation.

Just like seeing a Dentist annually is a necessary endeavour, having a Review & Audit on your existing portfolio is a worthwhile exercise to prevent the unexpected. We might even end up finding savings while we’re at it.

At Pinnacle Wealth, we believe in finding a need and meeting it; In the absence of need, weed it.