A clearer picture.
A more personal plan.

Take a closer look inside an Insurance & Financial Portfolio. These four excerpts show how your financial review can connect today’s commitments with tomorrow’s goals.

Illustrative examples using fictional client information. For demonstration only. This is not investment advice or financial advice.

See where your money starts.

Bring income, spending and commitments into the same conversation.

Fictional cash flow excerpt showing declared earned income of $20,559.67. — Cash Flow Statement · Fictional example

This excerpt shows income. The full statement also sets out monthly and annual outgoings.

Understand the gap.

Compare the protection already in place with the needs identified in your review.

Fictional life insurance needs of $1,943,580.20, existing cover of $400,000 and an identified gap of $1,543,580.20. — Financial Risk Analysis · Fictional example

An identified need is not the same as an agreed recommendation. Priorities and affordability are discussed separately.

Give your plans a number.

See what you are working towards alongside what you have already set aside.

Fictional savings goals totalling $72,500, with $5,382 already saved and $67,118 still required. — Financial Action Plan: Dream Savings · Fictional example

These are example goals and amounts. Your own priorities and figures will be different.

Decide what comes first.

Turn the conversation into practical priorities you can review with BIAI.

Fictional action plan comparing life, health and critical illness cover, illustrative premiums and priority ratings. — Financial Action Plan: Insurance Needs · Fictional example

Illustrative premiums and cover amounts are not quotations. This excerpt shows only part of the action plan.

Let’s talk about
your own picture.

Your consultation is free. A written Insurance & Financial Portfolio report is optional at BBD $50.

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A clearer picture.A more personal plan.