Get Yours now
Financial Health Check REPORT

by an Independent Financial Adviser, CFP CERT TM


  • Finally get organised with your finances
  • Clearly define your financial goals
  • Use a professional's help to analyse your cash flow & calculate your net worth
  • Get a list of actionable strategies to grow your wealth
  • Feel empowered to achieve each of your financial goals systematically
  • Finally get organised with your finances
  • Clearly identify your financial goals
  • Analyse your cash flow
  • Calculate your net worth
  • Crystal clear picture of your current finances
  • Get actionable strategies to grow your wealth
  • Feel empowered by new knowledge
  • Achieve your financial goals systematically

This financial planning service is complimentary for readers of SimplyBetterFinances.com. Normal price is RM500.

financial health check

STEP 

ONE

STEP ONE

  • Set your goals

What three things in life are most important to you?


We'll help you identify your top three goals and discover how to work towards achieving them!


Let's get intentional with our goals starting this month.

STEP

TWO

STEP TWO

  • Organise your Cash Flow

You can't manage what you don't know, can you?


We'll help you gain clarity in your income and expenses, and analyse for you the red flags in your spending, and give you our professional two cents on how to still "live it up" spending less ;)


Don't worry, we will never ask you to cut out on your daily coffee! Promise.

STEP

THREE

STEP THREE

  • Know your Net Worth

Your current net worth is THE indication of your personal wealth!


If in 6 months or a few years' time you want to see how much you've grown financially, your net worth is the number to look at.


We'll chart out your net worth and its components, help you recognise where you stand now, financially.

STEP

FOUR

STEP FOUR

  • Improve your Financial Ratios

With these ratios, we will find out the core problems in your finances. If there are any warning signals, we will show you how to fix them.

STEP

FIVE

STEP FIVE

  • Find out your Risk Profile

Also known as an "Investor Profile".


This is similar to a horoscope reading to help you learn about yourself, except a risk profile helps you understand how you deal with money and investments!


Your risk profile report will tell you what type of investor you are. The best part: we'll also cover a few sound recommendations that suit your investment style.

STEP

SIX

STEP SIX

  • Take Action!

Alas! All the planning and analysing in the world will not magically make you a wealthier person...


The power lies in execution.


You will also receive a list of recommended action steps, prepared by our financial planner. Designed and concluded to help you reach your goals, these action steps will take your personal finances to the next level in as soon as one month.

Frequently Asked Questions

1. What is a Financial Health Check?

2. WHO IS suitable TO SIGN UP for a financial health check?

3. How is a financial Health Check Conducted?

4. What should I expect to happen during the meeting?

5. Why is A FINANCIAL HEALTH CHECK IMPORTANT? HOW IS IT BENEFICIAL? Tell me!

6. IS THIS REALLY FREE?

Get all your finances in order with the assistance of a professional personal finance expert!

what people are saying about theSE financial health checks


when Wei Chong, IFA, CFP CERT TM conducted them at
Invest Smart 2017

I wanted to know whether I was heading in the right direction with my savings. Wei Chong's report showed I was saving almost but not enough for my retirement, and informed me exactly how much more to save per month. Also, his notes in the report gave me clear directions on how to reach each of my financial goals.


Debbie, Manager, 34

I wanted to get a better understanding of my current financial position and ways to increase my net worth. Pleased to see I can actually improve things with several recommended actions. My expectation for the Financial Health Check was met.


Lau, Actuarial, 24

I was surprised when Wei Chong said I kept too much savings for emergency. I usually go with a higher amount to be safe. I learned about my risk appetite, what investment I should go for and how much I should actually keep as emergency fund. One of the financial ratios provided, especially, will serve as my guide before I make a significant financial decision next.


Huey Ming, Accountant, 21

About YOUR
financial planner


Wei Chong, CFPCERT TM

A CERTIFIED FINANCIAL PLANNER® and an independent financial adviser (IFA), licensed and regulated by Bank Negara and Securities Commission.


Wei Chong has over 6 years of experience in the financial services industry, and is passionate about helping Malaysians of his generation (in their 20's, 30's and 40's) improve their financial literacy and life.


WeiChong

SCHEDULE A MEETING

Copyright © 2018 SimplyBetterFinances

>