Mortgage & insurance explainers

Mortgage Guidance Made Simple

Buying a home is one of the biggest financial decisions most people will ever make — and it can feel overwhelming. At Fortify, we help demystify the mortgage process so you can make informed, confident choices.

What We Help You Understand:

  • What a mortgage is and how it works

  • The difference between repayment and interest-only mortgages

  • Fixed-rate vs. tracker or variable rates

  • How much you can borrow based on your income and circumstances

  • The true cost of buying a home, including deposits, fees, and legal costs

  • What lenders look for and how to get “mortgage ready”

  • Mortgages for self-employed, first-time buyers, and foreign nationals

We explain it all in jargon-free language, tailored to your needs — whether you're at the start of your journey or reviewing your current deal.

Insurance Protection That Works for You

Insurance isn’t just paperwork — it’s peace of mind. The right protection means you and your loved ones can stay financially secure, no matter what life throws at you.

What We Help You With:

  • Life insurance – financial support for your family if you pass away

  • Critical illness cover – a lump sum if you're diagnosed with a serious condition

  • Income protection – monthly payments if you're unable to work due to illness or injury

  • Family and mortgage protection – cover that ensures your home and loved ones are safe

We also explain:

  • How much cover you really need

  • What’s included (and what’s not)

  • How to balance cost vs. cover

  • The difference between personal and workplace insurance policies

  • Avoiding exclusions and claim delays

Our advice is always independent, honest, and in your best interest.

Is Your Current Cover Still Meeting Your Needs?
Life changes — and your protection should keep up.

Have there been any recent changes in your circumstances? Perhaps you've become self-employed, started a new job, welcomed a new family member, or experienced a change in your living situation?

Even seemingly small shifts can impact the level and type of cover that’s right for you. A quick review can ensure your protection still aligns with your current needs and future goals.

If you're unsure, let’s arrange a brief check-in. It’s a simple step that can provide lasting peace of mind.

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