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 |