How do we lay the foundation of a right financial plan given the start of a new financial year & COVID hitting us back?

+ Have you learnt the lessons from the lockdown caused by COVID last year?

+ Have you accumulated your contingency fund?

+ Have you strengthened your life & health insurance plans?

+ If the pandemic did not impact your job at all, have you revisited your financial goals in the light of market volatility that happened in 2020?

+ If your goals are on track is there a review action and therefore an asset-rebalancing action that is required to be done?

Click here to view.