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Finsafe Insurance Counselling – 1:1
Finsafe
FINSAFE-005
In stock
Overview ›
Duration 45 minutes
What’s included ›
- Concerns and clarity on existing investments
- Expense and debt management
- Tax saving ideas
- Education, if any, on investment products
- Simple ideas around goal setting
What’s not included ›
- Sale of investment / insurance products
- Tips or schemes / stock recommendations
- Creation of a financial plan
- PMS, advisory services, broking services, financial paperwork, etc.