How protected are you, really?

Five quick questions. No sign-up, no judgement. At the end you will see a plain-language summary of where you stand and what is worth a closer look.

1 If your income stopped tomorrow, are your family’s essentials covered?

Yes, fully provided for Partly, for a while No, or I am not sure

2 If illness kept you from working for six months, could you keep paying the bills?

Yes, comfortably For a month or two Not really

3 Do you have a funded plan for big future costs, like education?

Yes, it is on track I have started Not yet

4 Are you confident you are on track for the retirement you want?

Yes, I have a clear plan Roughly, but unsure No, I have not worked it out

5 Have you arranged how your wealth would pass on to those you love?

Yes, it is in place Partly Not yet

Your summary

Talk it through with Akhil

This is a general guide, not personal advice. For a plan suited to you, please book a consultation.

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