Comprehensive Financial Audit

Price: From $1,200

Regular Financial healthchecks are equally as important as our yearly medical checkups.

This will help you to take account of your current finances, and plan your roadmap to achieving financial independence. 

Benefits

  • Review existing financial portfolio for gaps, or obsolete plans
  • See how your current savings & investment plans are working towards your financial objectives
  • Understand the financial impact of major events like property purchase, getting married or having a child
  • Stress-test your financial portfolio in the event of unforeseen circumstances like death, disability, critical illness or retrenchment
  • Tax planning to reduce taxes payable
  • Estate & legacy planning

Areas covered

  • Financial Overview
  • Executive Summary
  • Balance sheet
  • Cashflow planning
  • Financial Goals
  • Insurance / Investment
  • Recommendations

 

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Disclaimer: The content above, including all information, opinions, and interactive elements, was created by the individual financial consultant. The views expressed are the consultant’s own and do not necessarily reflect the official policy or position of Financial Alliance. Financial Alliance does not guarantee the accuracy or completeness of this content and is not responsible for any errors or omissions. If you believe any information is inaccurate or have other feedback regarding this content, please contact us at feedback@fa.com.sg.

Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.

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