Multiwealth – How it Works

How it Works

Our offerings:-

WEALTH	PROTECTOR	BUILDER	MULTIPLIER
Complimentary SIGN UP	“A”	“A”	“A”
ACCESS TO WEALTH E-OFFICE	“A”	“A”	“A”
Basic Meeting / discusion regaing financial health	“A”	“A”	“A”
Financial health check up / current financial status Corrctive meassures / clean up pastfinancial mistakes	“A”	“A”	“A”
Basic Advice on
Risk Protecting
Life Insurance Planning	“A”	“A”	“A”
Health Insurance Planing			“A”
Asset insurance Planning			“A”
Developing Networth Analysis			“A”
Developing Cashflow Analysis			“A”
Planning Financial Goal & Milestones / realize your dreams	“A”		“A”
Developing / Mapping Funding for Goals	“A”		“A”
ONE TO ONE DATA COLLECTION AND GOAL SETTINGS			“A”
GOAL BASED REPORTS			“A”
Developing Retirement Planning			“A”
Developoing Asset Allocation	“A”		“A”
Developing investment Plans	“A”		“A”
Integrating Current Investment into Goals			“A”
Developing & Optimising Tax Plans Save tax Smartly		“A”	“A”
NOMINATION CHECK AND WILL PREPAION		“A”	“A”
Setting up Alerts for Reminders	“A”	“A”	“A”
Consolidates Goals Funding & mapping	“A”	“A”	“A”
Comprehensive Financial Plan Developed	“A”	“A”	“A”
Action plan( Summary & Specific action plans with roll out			“A”
Regular Review/ Rebalancing Session	once in a quarter	once in a quarter	once a month
customer support	“A”	“A”	“A”
Monthly News letter	“A”	“A”	“A”
Implimentation of action plan by Dedicated Financial Planner			“A”
Monthly statements and regular updates	“A”	“A”	“A”
live stress free and confident life	“A”	“A”	“A”
Fee (Annual)	10000	30000	55000
special limited offer	8000	27000	47500

How it Works

Our offerings:-

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