Your Financial Trainer will work with you to tackle the following:
Once you know what you’re working toward, your motivation will skyrocket. We’ll help you figure out what matters most to you, then build you a financial plan that gets you there.
+ Budgeting & saving
Dream bigger, spend smarter. Based on your short- and long-term goals, we’ll crunch the numbers and show you exactly how much you need to be saving. (Plus, where to put it to maximise interest rates.) The goal? A budget that makes room for the things you love most, and gets rid of the stuff you don’t.
+ Insurance hacking
Getting an (affordable) insurance is key to any financial plan so learn more about your options and the importance of life and medical insurance.
+ Investment education
We don’t invest your money for you (we’re not money managers, and we don’t touch your accounts). What we will do is walk you through the investment landscape and help you select the services that are right for you.
+ Secure retirement
EPF. PRS. Name that acronym. We’ll help you make sense of it all and set aside the right amount so you can retire comfortably when the time comes.
+ Inheritance Planning
The way in which you divide your Estate and manage your inheritance is very important if you want to secure your family’s financial future. Inheritance Planning is more than just having a valid Will in place, it’s a tailored plan that takes into consideration your assets, financial standing and personal risks.