Annual financial report card for non-advisory client. A series of non-advisory discussion per single life priority, ranging from investment, wealth accumulation, wealth protection to estate planning.
Very affordable to individuals regardless of age and professions. Prepared professionally that cover FOUR main areas of personal finances : cashflow, networth, wealth accumulation and wealth protection.
A single scope of life that provides report, involves advisory and recommended solutions. There will be monitoring and implementation process throughout the engagement. The meeting is not frequent, and there will be half yearly review and annual review at the end of the engagement.
Holistic Financial Roadmap with an Annual Action Plan
Covering from Cashflow, Networth summary, Investment Management, Insurance and Risk Management, Estate Planning, Debt Management, Tax Planning and Zakat Planning (for Muslim)
Hourly basis to a full day programme. Program participants will have full access to our professional licensed financial planners for their financial needs.
Each program participant can also receive a personal Financial Pulse report administered by a licensed financial planner.