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Insurance Planning

Insurance is a critical component of a sound financial plan.

Especially for expatriates managing diverse assets and financial responsibilities across borders. Our insurance planning service ensures that you and your loved ones are protected against unexpected events, providing peace of mind and financial security.

Why Is Insurance Planning Important?

Proper insurance planning helps mitigate risks and protect your wealth in case of unforeseen circumstances. Our approach ensures that you have the right coverage for your personal and professional life, no matter where you are.

Here’s why it matters:

Protect your family: Ensure that your loved ones are financially secure in the event of illness, disability, or death.
Safeguard your assets: Preserve your wealth and investments by having appropriate coverage in place.
Maintain financial stability: Prevent major financial disruptions by being prepared for life’s uncertainties.
Meet legal and business obligations: Ensure that you comply with local and international requirements for coverage.

Our Insurance Planning Process

Our insurance planning process is thorough and tailored to your specific situation. Here’s how we approach it:

1. Personal and Financial Assessment

We start by reviewing your current financial position, dependents, and obligations. This helps us understand your insurance needs and how they align with your overall financial plan.

We’ll consider factors like:

Existing life, health, and income protection policies
Current financial commitments (mortgages, business obligations, etc.)
Long-term goals for your family and estate

2. Identifying Risks

Next, we assess the risks you face, whether they’re personal (like illness or death) or related to your business and assets. This allows us to develop a plan that ensures you’re covered for all possible scenarios.

Common risks we address include:

Life and health coverage
Disability and income protection
Critical illness
Business insurance and liability coverage

3. Tailored Insurance Solutions

Once we’ve identified your needs, we create a customised insurance strategy designed to protect your assets and loved ones. We’ll help you choose from a variety of policy types to ensure the right coverage for your situation, such as:

Life insurance: Protecting your family’s financial future in the event of death.
Income protection: Ensuring continued income in case of illness or disability.
Critical illness cover: Providing financial support if diagnosed with a serious illness.
Health insurance: Covering medical expenses to give you access to quality care.
Business insurance: Protecting your business and assets from financial risks.

4. Implementation and Ongoing Review

Once you’ve selected the right insurance policies, we handle the entire implementation process, working with providers to secure the best terms for your needs.

As your circumstances change, we provide ongoing reviews to ensure that your coverage remains appropriate. Regular updates keep your insurance in line with your life changes, such as marriage, children, business growth, or relocation.

01

Exchange-Traded Funds (ETFs)

Offering low-cost, passive management solutions that track a range of indexes and asset classes.

02

Mutual Funds

Actively managed funds that provide professional oversight and aim to outperform the market while aligning with your goals.

03

Direct Stock Holdings

For clients who want to invest directly in individual companies and build a portfolio with more hands-on involvement.

contact

Let's Get in Touch!

Thank you for your interest in Wimbledon Wealth. Please submit the completed form so we can direct you to the right person.

Phone
+971 50 102 7966

Mail
info@wimbledonwealth.com

Address
Office 702 Al Habtoor Business
Tower Dubai Marina Dubai, UAE