Wealth, Health, Life
& Family Protection

Wealth and Health Advice

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For most people, family comes first, and it’s no different for us here at Shalchi & Partners.

We understand the importance of maintaining your financial security alongside a happy, healthy lifestyle.

Private Wealth

Advisory coverage

  • Term assurance
  • Whole of life contracts
  • Decreasing term assurance & debt protection
  • Critical illness insurance
  • Health & dental plans
  • Review of current protection
  • Protecting the homemaker
  • Endowment plan review

How we can help

  • Ensure the validity of insurances
  • Ensure your understanding over the ‘what if?’ scenario
  • Insurance need assessment
  • Advising on suite of insurance options & contracts
  • Use of trusts with insurance contracts
  • Review of company & contractual benefits

Pensions &
Retirement

Savings &
Investment

S&P Second Opinion /
Factchecker

Tracing ‘lost’ Money & Financial Policies

Are you ready to book a free consultation?

Experience & Expertise

Regulation & Insurance

Our Values