Services

  1. Services

OUR SERVICES

What We Do

At DNA Financial, we provide one-stop solutions to meet the financial needs of our clients at different stages of their lives

Our Services includes:

Individual insurance relating to:

– Family Protection Planning
– Savings Planning
– Investment Planning
– Education Planning
– Medical Planning
– Retirement Planning
– Disability Income Planning
– Legacy Planning
– General Insurance* for Car, Housing and Travel Mortgage Protection

Business insurance relating to:

– Business Succession Planning
– Buy and Sell Agreement
– Deferred Compensation Planning
– Keyman Insurance
– General Insurance* including fire, burglary, workmen compensation and public liability 

*General Insurance products are not provided by Manulife