Professionals
Career growth can bring workplace benefits, bonuses, contract income, changing employers, mortgages, dependants and multiple savings accounts. The challenge is often not setting something up. It is knowing whether the pieces still fit together.
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Business owners
Business ownership adds another set of responsibilities: employees, partners, debt, key people, ownership arrangements and continuity. Insurance and benefits should be considered in that broader context rather than as isolated products.
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Families
Family responsibilities evolve over time. Income, a home, children, education savings, workplace coverage and existing personal insurance may all need to be considered together as circumstances change.
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Technology is part of my background, not a requirement for working together
My professional background gives me particular familiarity with technology careers and demanding corporate environments. But the questions around income protection, workplace benefits, family responsibilities and long-term decisions are relevant to many professions. Physicians, healthcare professionals, consultants, executives, managers, contractors and other established professionals should feel equally welcome here.