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Beyond what insurance covers

Medical Emergency

Health cover pays the hospital. This is the reserve for everything around it that a policy does not settle.

Home Goals Medical Emergency

1Your goal
2Risk profile
3What you have
4Goal summary

Tell us about this goal

Enter the cost in today's money. We will adjust it for inflation.

How much risk are you comfortable with?

Six questions. Your answers set the rate of return we assume — a more cautious profile assumes a lower rate, which raises the monthly figure.

1. How would you describe your knowledge of investments?

2. Which of these concerns you more?

3. If this investment fell 20% within a year, what would you do?

4. How long have you been investing?

5. “Higher returns require accepting higher risk.” How far do you agree?

6. How do you usually arrive at an investment decision?

What have you already set aside for this goal?

Only what is earmarked for this particular goal — not your total savings.

Medical Emergency

Goal summary, based on what you have entered.

Monthly investment required

to reach this goal on time, at the rate assumed for your risk profile.
·
Target in today's money
Cost when the goal arrives
Time available
Already set aside
Total you will invest
Growth on your investment
Projected value at the goal

Illustration only, based on the assumptions you have entered. It does not account for taxes, exit loads or expenses, and is not a recommendation to buy any product. Mutual fund investments are subject to market risks; returns are neither assured nor indicative of future performance.

Insurance first, reserve second

The primary defence against a medical event is adequate health insurance, not savings. No realistic reserve covers a serious hospitalisation the way a policy does.

But a policy does not settle everything. Deductibles and co-payment, consumables commonly excluded, treatment during a waiting period, travel and accommodation for family, and income lost while recovering all fall outside it.

Sizing it

  • Cover the co-payment and deductible on your existing policy.
  • Allow for the exclusions listed in your own policy wording — read them once, properly.
  • Include some replacement for income during recovery, if you are self-employed.
  • Keep it liquid. This is a reserve, not an investment.

Other Goals