Process involved in financial planning
Initial Financial Planning Fees for Consultation (Step 3)
|Item*||Initial Consultation Fee|
|Preliminary discussion||Not applicable.|
|Retirement & Passive Income Planning||
|Retirement & Passive Income Planning with Property||$2248|
|Investment Portfolio Management||Not applicable.|
|Pseudo Robo Investment Advisory Service||Not applicable.|
|Retirement Planning & Insurance Planning||$2799|
|Retirement Planning + Property & Insurance Planning||$3548|
|Create a financially secure plan for your young family||$4999|
Implementation Fees (Step 4)
Fees charged by third parties are payable directly to them. Examples of third parties are legal fee, property agent's fee, stock brokerage fee and medical examinations.
Investment Management Fee
Interested in financial planning?
If you are keen in financial planning, I encourage you to start the first step by contacting me at this link HERE.
Relevant articles why it is important to pay a fee for advice
Here are some relevant articles:
Free advice is going to cost you your entire HDB flat!
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No advice given, few documentation and non-disclosures but earns easy money
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ST Forum: Vital to regulate commissions