Products
Product
Individual and business risk solutions tailored to protect your financial stability.
Insurance Protection Built Around Your Needs
The right insurance can help protect your income, health, family and financial commitments when unexpected circumstances arise. At SS Advisory, we provide advice on personal risk insurance and health insurance, helping you understand the options available and consider protection suited to your individual circumstances.
- Protect Your Income. Protect Your Financial Commitments.
The core reason behind our wealth management services is to create a solid foundation for your financial future.
By understanding your situation, goals, and experience, we tailor investments for your wealth goals.
We conduct annual reviews to update your financial plan and address related matters like retirement planning, insurance, tax-efficiency etc.
01 — Income / Mortgage Protection
Your income is one of your most important financial resources. If illness or injury prevents you from working, your regular financial commitments may continue even when your income is affected.
02 — Total Permanent Disability
A serious illness or injury can permanently affect your ability to work and earn an income. Total Permanent Disability Cover is designed to provide a lump-sum financial benefit when the requirements for a qualifying permanent disability are met, according to the relevant policy.
03 — Trauma / Critical Illness
A serious medical condition can have a major impact on your health, income and financial responsibilities. Trauma or Critical Illness Cover is designed to provide a financial benefit when you are diagnosed with or suffer from a specified condition covered by your policy.
04 — Private Medical Cover
Private Medical Cover can form an important part of your overall health and financial protection strategy. It is designed to provide cover for eligible medical treatment and healthcare services according to the benefits, conditions and limits of the selected policy.
05 — Life / Terminal Illness & Life Income
Life insurance can help provide financial protection for the people who depend on you. If you die or meet the relevant requirements for a terminal illness benefit under your policy, the insurance may provide financial support according to its terms and conditions.
Our process
Getting to Know You
Prior to formal engagement, we prioritize understanding your personal situation, financial goals, and key concerns that drive your search for financial advice. This forms the basis for a mutually agreed-upon scope of work. Please find below a comprehensive list of our capabilities.
Gaining Clarity on Your Finances
Our comprehensive planning engagements start by jointly assessing your balance sheet and cash flow. Access our secure client portal to upload documents or link your accounts electronically.
Building Your Financial Vision
We collaborate with you to prioritize your goals and assess the financial choices and risks involved in achieving them. Through close partnership, we establish a baseline projection of your future financial wealth, providing a roadmap for your success.
Analyzing Tradeoffs
We use our financial model to develop alternative scenarios, informing recommendations on taxes, insurance, and investments to align with your goals. Exploring scenarios to align recommendations.
