The Financial Health Check is designed to help you assess where you currently stand in your financial journey. Just like maintaining physical health, regular checkups on your financial well-being are essential for long-term security and peace of mind. In this service, we’ll take a holistic look at your income, expenses, savings, investments, insurance coverage, and long-term financial goals. Together, we will identify areas that may need improvement and craft simple actionable steps to help you build a strong foundation for your future.
Here are some questions that will be helpful to you:
Income and Budgeting
Debt Management
Savings and Emergency Funds
Do I have at least 3-6 months of living expenses saved in an emergency fund?
Am I regularly contributing to my savings for short- and long-term goals?
Investments
Insurance Coverage
Retirement Planning
Financial Goals
By answering these questions, you will gain a clearer understanding of your current financial health and what areas might need attention. With this insight, our Financial Health Check service can provide personalized solutions to help you strengthen your financial foundation.
By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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