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.
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.
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.
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.
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.
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.
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.
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.
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.
The financial health check is complementary, cost is only involve if you want to implement any solution with us.
Depends on the information/details that we are able to gather, minimum will be 2 session, each session takes about 1 ½ to 2 hours.
Yes you can.
No worries, we will guide you step by step during the session how to get the details.
Financial health check is similar to Health screening, it is advisable to do it on yearly basis to address any changes or updates available.
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.