Financial Health Check

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What is a financial health check?

A financial health check is one which takes a holistic review of your personal finances and financial situation.

The idea is to help you better understand how you are managing your money and whether you are on track to achieve any financial goals that you have set, and if not, where changes need to be made.

This is not something you do every day. Twice a year should be sufficient, with the beginning of the year an ideal time to visit.

 

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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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