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Financial Planning for Individuals

Why do you need a financial plan? If anything has changed in your life recently (e.g. a child, a divorce, a death, a marriage) then you definitely need to relook at your financial plan. Even if things are relatively unchanged, ask yourself these questions and you will understand why a financial plan is so important.

Financial Planning Questions:

  • Would my family manage financially if I were to die today?
  • If I were unable to work and earn an income would we manage financially?
  • Would my family be able to live our future dreams should I suffer a life altering illness?

If you answered No to any of these questions, you need a financial needs analysis! Contact MST today. We will assess your needs in 3 areas: Your Life,Your Wealth and Your Health

Did you know?

Estate Planning: It takes 40 years to build up an estate. Surely, it is worthwhile spending 40 minutes a year making sure that it's done properly?

More on Estate Planning

Retirement Planning: Retirement is a fact of life, yet only 6 out of every 100 people retiring today are financially independent!

More on Retirement Planning

Your Life

Your Life looks at how you can provide financial security in the event of death, disability or dread disease.

More on Your Life

Mum, Dad and Baby

Your Wealth

Your financial plan looks at ways to build Your Wealth through savings and investment products that will grow your money.

More on Your Wealth

Grow Your Wealth

Your Health

Look after Your Health by ensuring that your medical cover will give you and your loved ones access to the best medical care available.

 More on Your Health

Your Health

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