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Comprehensive
MoneyOwl Comprehensive Financial Planning benefits you with a holistic view of your financial situation and goals and a roadmap to achieve it, through the efficiency and convenience of technology and the competency and empathy of a trusted human adviser.
Step 1: Create a MoneyOwl account
Step 2: Guided factfinding journey (about 20mins)
Step 3: Submit your inputs and make payment for Comprehensive Financial Planning fee
Step 4: Consultation session with our Client Adviser at our office (23 Keong Saik Road, S089130).
This should typically take about 2 hours. In this session, your Client Adviser will clarify any questions you may have on your Comprehensive Financial Planning report, highlight areas you should pay attention to, and recommend an action plan to kickstart your journey to achieve your goals.
Step 5: Implementation of action plan when you are ready to begin.
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