To provide a complete financial planning that gives clients the knowledge and tailored advice to enable them to feel confident about their futures. Through friendly personal service, continuous innovation, and holistic financial planning, we aim to change the way financial services are provided in Trinidad & Tobago by educating the public and making a positive difference in our clients’ lives.

If you've been following the global news you would have likely seen headlines of falling stock prices and decreasing economic output. We are no longer asking ourselves would there be a recession but are now wondering how do we prepare f

Apr 18

Nadira Seepersad

This article would focus on one of the things we can do to be prepared - buying term life insurance.

Apr 18
Apr 18 Term Life Insurance for Additional coverage

Nadira Seepersad

In the age of a pandemic I personally think a term life insurance does the trick as it provides additional coverage without too much of an additional expense to the household.

May 24
May 24 Protect your assets but more importantly, protect your ability to pay for your assets

Nadira Seepersad

We go as far as having a life insurance attached to our mortgages to pay for our home in the event of our death so that the burden of paying a mortgage would not fall on our loved ones that we leave behind.

Jun 19
Jun 19 Cancer Care Plans, because I Can-Cervive!

Nadira Seepersad

The Cancer Care plan pays a lump sum upon diagnosis and continues to assist with medical bills and even has a term insurance attached for each covered member.

Apr 12
Apr 12 Planning for your post working life in T&T - projections based on ACTUAL returns

Nadira Seepersad

The vast majority of those currently approaching retirement don't have enough retirement savings to comfortably retire full time at age 65 and still be able to enjoy the lifestyle afforded by their income.

Oct 28
Oct 28 What Income Protection really covers - more than just your income!

Nadira Seepersad

Income Shield is a packaged plan that was designed to replace income lost by individuals and families from Sickness, Personal Injuries or Death or Accident or Sickness.

Apr 18 Apr 18 Term Life Insurance for Additional coverage

May 24 May 24 Protect your assets but more importantly, protect your ability to pay for your assets

Jun 19 Jun 19 Cancer Care Plans, because I Can-Cervive!

Apr 12 Apr 12 Planning for your post working life in T&T - projections based on ACTUAL returns

Oct 28 Oct 28 What Income Protection really covers - more than just your income!

Apr 18
Apr 18 Term Life Insurance for Additional coverage

May 24
May 24 Protect your assets but more importantly, protect your ability to pay for your assets

Jun 19
Jun 19 Cancer Care Plans, because I Can-Cervive!

Apr 12
Apr 12 Planning for your post working life in T&T - projections based on ACTUAL returns

Oct 28
Oct 28 What Income Protection really covers - more than just your income!