• Financial Protection

  Insurance provides a safety net against financial losses from unforeseen events. Helps cover substantial expenses that might otherwise be unaffordable, such as medical bills or property repairs.

• Support for Dependents

  Ensures that dependents and beneficiaries are financially supported in the event of the policyholder’s death. Disability and life insurance can replace lost income, ensuring that dependents maintain their standard of living.

• Asset Protection

  Protects valuable assets like homes, vehicles, and personal belongings from damage or loss.Shields business assets from risks, ensuring continuity and financial health. Certain types of life insurance policies (e.g., whole life) include a savings component that accumulates cash value over time.

• Access to Healthcare

  Facilitates access to necessary medical care and treatments by covering a portion of healthcare costs. Often includes coverage for preventive services, which can help maintain overall health and prevent serious illnesses.

• Credit Enhancement and Business Continuity

  Insurance policies can enhance creditworthiness by providing collateral or ensuring that loans are repaid in case of unexpected events. Business insurance protects against operational risks, helping ensure that a business can continue to function despite setbacks.

• Insurance as an instrument for Wealth Management.

  In addition to risk mitigation, Finberg Wealth Management leverages insurance as a strategic wealth management tool. Apart from providing protection, certain insurance products offer unique tax advantages, estate planning benefits and opportunities for wealth transfer and legacy preservation. Finberg plays a role in leveraging its expertise in both insurance and investment domains by optimising your insurance portfolio to enhance overall financial performance and resilience.

In today’s intricate world of financial planning, the role of insurance cannot be overlooked. It serves as a standing force in safeguarding assets and helps secure the livelihoods of millions of people. It ensures peace of mind for many people during any kind of misfortunes in life. Finberg revolutionises your approach towards insurance by raising it from a mere safety net to a strategic tool for wealth preservation and growth amongst a variety of options available.