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Building Wealth, Empowering Dreams

A Quick
Overview:

*Note: the calculation and explanation in the video uses certain assumptions and are for illustrative purposes only. For more detail on the assumptions or for more information, please get in touch with us. 

3 Solutions to suit your needs:

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Kickstart Wealth Building

The Kickstart Wealth Plan

  • One-on-one time with a Financial Coach and a personalised, easy-to-follow plan showing you how to optimise the 6 most important aspects of your money. Helping you to achieve your goals from where you are today.

  • A personalised Kickstart Wealth Plan that shows you how to optimise the 6 most important aspects of your money today, in an easy and practical way

  • It includes a virtual consultation with the Financial Coach who completed your plan to help you grow your knowledge on your money, your financial goals and how to successfully reach them.

  • More Info

    MOST POPULAR

    Complete Wealth Building

  • The Kickstart Wealth Plan

  • PLUS

  • Personalised planning, on-going advice and support from a dedicated Financial Coach to help you, implement, manage and stay-on-track with your financial goals in an easy way that takes the pressure off from you.     

  • Includes:

  • Kickstart Wealth Plan

  • Best-fit investment and insurance product analysis and recommendations for your goals

  • A detailed review and recommendations of your existing products

  • How to leverage your tax benefits optimally

  • On-going support from your Financial Coach to implement, stay-on-track, adjust, etc.

  • Your Financial Coach will also help you with;

  • Navigate the complexities to make it easy to reach your goals

  • Take the guesswork out and be in-the-know of important tax, regulatory and product changes to use to your benefit

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    DIY Wealth Building

  • The Kickstart Wealth Plan

  • PLUS

  • One-on-one time with a Financial Coach, detailed analysis and recommendation of the best-fit investment and life insurance products, to empower you with the knowledge to implement your plan on your own. 

  • Includes:

  • Kickstart Wealth Plan

  • Best-fit investment and insurance product analysis and recommendations for your goals

  • A detailed review and recommendations of your existing products

  • How to leverage your tax benefits optimally

  • Time your Financial Coach to discuss your Kickstart and Product plans

  • More Info

    Why is Complete so popular?


    Money is emotional! And when it comes to money decisions on-going access to their Financial Coach helps Complete Wealth Building clients steer the course and stay on track throughout their wealth building journey.

    From keeping a level head to avoiding the common money pitfalls, the on-going advice and support from your Financial Coach helps you take advantage of sound financial opportunities and successfully achieve your financial goals. 

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    What is a Financial Coach?

    And how they help you on your wealth building journey