As a subscriber, we like to add value to your financial future, and hence we offer you the ability to get a 360 degree view of your finances.
On the header of this email (and all our emails), you will find a link titled ‘Start Client Journey’. Don’t worry, you will not be charged a penny for clicking that link. There is no obligation to invest in our fund, or to use any of our services. If you prefer, you can choose not to share details with us.
This takes you to an intuitive financial planning tool, called Compass. It will ask you questions about your income, assets and liabilities (such as a mortgage) and will present a 360 degree view.
If you work with a financial advisor, you can enter their details, or if you would like us to refer you to one, we can make that connection. Likewise, if you have questions about a will, taxes, your business income, or inheritance, we can refer you to the appropriate professionals, on our panel.
We will be bringing along other tools, as well as content from other professionals, as appropriate, to help you navigate your finances.
Until next time, this is Sowmy VJ, signing off!
