This is a one-to-one coaching session of 1-1.5 hour to help diagnose your money personality and to chart out a financial plan for your life.
In this session, we will go through the following:
1. Your Money Profile assessment based on a licensed tool valued at $45 per report
2. Conduct a financial health check on your personal finances – from cash flow analysis to budgeting, investment risk appetite and asset allocation
3. Quantify the cost of reaching your financial goals, including setting your milestones
4. Explore instruments suited for your investment risk profile to help grow your wealth systematically
The outcome is that you know the little changes you can make to create a long-term positive impact on your financial wellness ahead.
Terms and Conditions:
> Upon registration, your contact information will be forwarded to Pursepective Asia who will contact you within 1 week of your registration. If you do not hear from Pursepective Asia after 1 week of your registration, you can request for a refund of the fees as deem fit.
> After the coaching session, Pursepective Asia will email to Financial Mall a proof of completion of the coaching session, copying you in the email. If there are no objection from you within 2 working days, the fees will be released to Pursepective Asia. After which, Financial Mall is no longer liable for any matters relating to the conduct of the coaching session.
> Please note that Financial Mall is only the marketing agent of Pursepective Asia and is not related in anyway to the delivery of products and services by Pursepective Asia.