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