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FINANCIAL HEALTH CONSULTATION
FINANCIAL HEALTH CONSULTATION

FINANCIAL HEALTH CONSULTATION

$288.00

Most financial assessments in Singapore are free because you are the product. This one isn’t.

The Financial Health Consultation combines the full assessment with a dedicated 60-minute one-on-one session to walk through your report together. You’ll get an honest, independent read of your finances from a professional with over 10 years of experience in financial markets – with no products to recommend and no commissions to earn.
What You Get

A personalised report covering all five pillars of your financial health – income, spending, debt, protection, and savings – scored and benchmarked against Singapore data from MOM and MAS. Written commentary on each area. A prioritised action list. Then a 60-minute session to go through it all, ask questions, and understand exactly what your numbers mean and what to do about them.
How It Works

After purchase, you’ll receive a link to your assessment. Complete it at your own pace – most people finish in 15 minutes. Your personalised report is generated immediately upon submission. We will reach out separately within two business days to schedule your consultation session at a time that works for you.
Important Note

This assessment is optimised for working adults below 55. CPF contribution estimates may not reflect your exact rate if you are 55 or above.
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