COMPLETING A FINANCIAL NEEDS ANALYSIS (FNA)

There’s no simple answer to exactly how much cover you would need for any of these categories of personal risk.  One of our accredited Brofin Financial Advisors using the ”AtWORK Financial Needs Analysis” will be able to ascertain the amount of cover required for the various areas of risk that you may need to address.  

Once the amount of risk has been ascertained and the amount you have available to address these needs, a Brofin Financial Advisor will provide you with 3 quotes from the various Product Providers that we represent.

In addition, the Atwork Retirement Needs Analysis will assist us to determine the effectiveness of your current retirement planning.