Hi, this is Adrian here.
Having a detailed Personal Financial Report is like our report book during school days. It keeps us on our toes, to allow us to understand which subjects are we not good at, which ones we are better at, and areas of improvement that we can bring our overall scores to a higher level.
As you can see here, it is not a plain report that you imagined it to be. It contains graphics, financial ratios and many other valuable information that we’ll be discussing, including goal planning, scenario planning, that are highly customised to your situation.
The Personal Financial Report will be your report card, that reflects your progress in your retirement planning journey.
Once again, well done for taking this first step and I can’t wait to see you soon.