Financial
Health Check-up

What Is It About?

The Financial Health Check is a program designed to make sure your financial health is sound and healthy. Similarly, most of us will go for Health Check-up on the yearly basis to make sure we are in pink of health. By doing Financial Health Check, you want to make sure your financial status is ‘healthy’.

We offer FREE consultations with trained specialists to help you make decisions and take actions on savings, budgeting and debt management in real-time during a confidential one on-one session.

How Does It Benefit You?

Financial Health check will ensure you and your loves one is fully protected and reduce or eliminate the financial burden to your family. The check will also ensure no loophole or redundancy of your plans.

Our advisors are professional trained to help you see the blind spot (if any) during the check. Not doing financial health check will put you in the risk of having the similar solutions which in term only one can be claim at a time or paying for something not on your primary concern list.

Financial Health Check-Up

Determine the list of your primary motivating factors/concern, analysis your needs from data collected, develop the health report, go through the report, any implementation needed, setting monitoring and review scope.

Minimize Premium

Ensure the cost you paying is fair for what it's worth. Between what's adequate and ample, there's always a way to ensure that the premium you pay goes a long way for you and your family.

Optimise Coverage

No loopholes, no redundancies. That's what optimising your coverage is all about. It ensures that your coverage will not obsolete in time, right from the beginning.

Maximize Returns

Passive income has became a quintessential for retirement. Don't let your money remain idle, let it work for you and prepare you for whatever the future holds.

Optimise Coverage

No loopholes, no redundancies. That's what optimising your coverage is all about. It ensures that your coverage will not obsolete in time, right from the beginning.

Minimize Premium

Ensure the cost you paying is fair for what it's worth. Between what's adequate and ample, there's always a way to ensure that the premium you pay goes a long way for you and your family.

Maximize Returns

Passive income has became a quintessential for retirement. Don't let your money remain idle, let it work for you and prepare you for whatever the future holds.

Frequently Asked Questions About Financial Health Check-up

Any costs involved?
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How long does the whole process takes?
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Can I do the Financial health check for my whole family?
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What if I do not have all my insurance details?
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I have done my Financial health check last year, do I still need to do this year?
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Our Value-add

With the vast expertise of financial solutions TFA provides, you can be assured that you will be getting the best plans/solutions that will cover all the gaps in your portfolio.