Details.
A holistic financial coaching service covering savings, investments, insurance, retirement planning and asset building. The service includes an assessment of your current financial situation, discussion of short and long term goals, preparation of an individual financial and retirement plan, a personal consultation to discuss the plan, implementation of savings and retirement goals, and ongoing support with financial and retirement questions. Suitable for individuals regardless of income. Preparation may include having a current payslip and an overview of existing insurance contracts and other financial and retirement products available.