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To further help you on your financial planning, after you submit your Feedback at this page, we will send you a Worksheet – simple exercise to start a solid personal finance planning. Once you completed the worksheet exercise, update our consultant who invited you, to get free personalized Financial Planning Consultation with a certified registered financial planner.
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We’d be most grateful if you could share a few of the following points in your testimonial

  • Which part of this session do you find to be most beneficial?
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  • How different was this experience compared to other financial planning sessions?
  • How did this session match up to your expectations?
  • Would you recommend this session to others?

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We are sensitizing people across the city about the right way to manage money better at the same time inline with humanistic values by conducting talks to the public. It would be great if we can also share the wealth education to your community, workplace or organisation.

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