Process that ensure seamless wealth creation
Insurance is mostly under-emphasized in financial planning, but it role cannot be understated in ensuring client’s overall peace of mind. We help our clients identify how much life insurance as well as health insurance they require to ensure their loved one and families are well taken care off should life emergencies happen. MintBox Advisory will utilize its resources, intellectual rigor and objectivity in recommending appropriate insurance products to meet client’s need.
Unless risk management and insurance is meticulously planned, it can completely jeopardize the investment management and other financial plans. Therefore it needs to be prioritised at the highest.
Our risk management and insurance planning process is executed through first three (3) sets of meeting with our client, which is explained in detail in our process section, please click here to read more and leave the execution section to the customer’s choice.
That means, once the plan is presented, we allow our customer to execute the same at our platform or anywhere else he/she feel comfortable with.
