Comprehensive and Personalised

Six-Step Plan

 

STEP 1:  Financial assessment 

STEP 2:  Budget planning

STEP 3:   Setting financial goals

STEP 4:  Risk assessment

STEP 5:  The building blocks 

STEP 6:  Review and adjust

Financial  Tools and Assessments

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Net worth assessment  

Debt-to-income ratio

Budget planner

Expense-to-income ratio

Disposable income creator

Homeownership tool

Motor vehicle tool

Emergency fund tool

Calculating compound interest

Risk tolerance and profile

Insurance needs assessment

Retirement plan