​ Starting Out: The 1st Appointment

I have a few suggestions for both of us here and this is definitely done in a way to benefit you.
You might want to fill up this form first before we meet up next week: http://tinyurl.com/4svddml
In order to enable quality time spent during the review, please arrange to bring the documents listed below that might be needed to construct your personal financial plan.
·        Latest CPF Statement
·        Latest Housing Loan Statement
·        Insurance Policies and Statements
·        Saving Account Statement
·        Latest Central Depository (CDP) Shares Statement
·        Latest Bank Statement on Unit Trust Value
·        Latest Income Tax Statement
·        Monthly Budget