Details.
Includes assessing your current financial situation, discussing short and long-term goals, preparing an individual financial and retirement plan, presenting and discussing the plan in a personal meeting, implementing savings and retirement goals, and ongoing support for financial and retirement questions. The consultation covers savings, investments, insurance, retirement planning, asset building, and other financial matters. Appointments can take place at your home, in the office, or online. For preparation, bring your current payslip and an overview of existing insurance contracts and other financial and retirement products if available.