Our Services

Personalised Financial Planning

GROW THERE® partners with accredited financial advisers who offer comprehensive wealth protection and creation strategies tailored to your unique needs. The plans address potential shortfalls in your insurance portfolio, align with your financial goals, and provide investment strategies designed to achieve lasting success while securing your legacy.

Wealth Protection Plans

  • Address potential shortfalls or surpluses in your insurance portfolio for events such as death, sickness, disability, and severe illness.
  • Align occupation-specific definitions (e.g., self-employed vs. salaried insurance terms) in existing or new policies.
  • Ensure all insurance recommendations comply with FSCA-approved financial advice.
  • Administrative support, including pre-populating legal documents, managing negotiations with providers, and ensuring compliance with FAIS regulations.

Wealth Creation Plans

  • Provide tailored advice to help achieve financial and retirement goals.
  • Consider unique risk profiles, investment risks, and fund performance analysis.
  • Offer personalized recommendations and projections compared to industry benchmarks.
  • Review costs, including existing EAC (Effective Annual Cost) when transfers are involved.
  • Administrative support, including pre-populating legal documents, managing provider negotiations, and ensuring all steps comply with FAIS regulations.

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