Our Approach

Financial data is one of the areas where confidentiality is preferred for most people. The system provides the flexibility for its users to achieve the following results.

» User can decide to display or not to display the actual name to be shown in the fact finder or report.
» User can opt to eliminate the identity of all personal sensitive data in the report.
» User can update, edit, and modify all data and facts at their most convenient time.
» User can print the soft copy for regular review.
» User can use the report generated to discuss or seek advice from qualified financial advisers.
» Financial planning will be done with full confidentiality and it is more fun, efficient and cost effective.

 
 
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