A holistic approach to financial planning.
- 1 hr1 hour
- Online Sessions
Holistic Financial Planning looks at all aspects of your personal and financial life balance, before creating a plan for your financial. It takes into account who are you (personal potential) , where you are now (your status quo), where you want to be (financial goal) and then creates a plan of actions to help you get there. By contrast, traditional financial advice focuses on a specific area of your finances, such as investments, retirement , tax or protection (takaful). We glad to inform you that we will assist you to have a simple and practical financial planning for you to execute and do the evaluation from time to time.