AIA Financial Health Check - Wealth Management.

AIA Financial Health Check is a process that involves identifying your goals, establishing priorities, and assessing your available options to help you to achieve this goals. Its provides a sound foundation for you to build a more secure financial future. Why should you do AIA Financial Health Check? An AIA Financial Health Check is similar to that of a medical health check-up. While the medical check-up assesses your medical condition like Body Mass Index(BMI) and blood pressure, the AIA Financial Health Check assesses your financial situation. Everyone has a different needs at different stages in their life. When you are uncertain or faced with a financial shortfall, you may want to talk to us about your financial concerns. "People does know, but they did not realize" The AIA Financial Health Check aims to help you identify your financial need and assist you to make informed decisions. Let us help you achieve your lifetime goals. AIA Simple Financial Health Check. Please answer Yes(Y) or No(N)

1. I have drafted a will to distribute my estate to my loved ones. (Y/N)
2. I have started building my retirement fund of at least 10 times my gross annual income. (Y/N)
3. I have started to plan for my children's university education. (Y/N)
4. I have emergency funds (i.e. cash/cash equivalents) to provide for expenses for atleast 6 months. (Y/N)
5. I have critical illness insurance coverage of at least twice my gross annual income. (Y/N)
6. I have hospitalization and surgical insurance coverage that can provide for my hospital bills. (Y/N)
7. My house will be fully paid-up in the event of my death or disability. (Y/N)
8. I have life insurance and disability insurance coverage of at least 10 times my gross annual income. (Y/N)

The Diagnosis. Total number of "No" responses None. Fantastic! Good job! You are managing your life's financial concerns well. You might want to think about building up some other savings and investment. Contact me to review what you already have and plan ahead for your other needs. 1-3. Monitor. Most of your financial concerns seems to be under control at the moment. What ever your circumstances, it is good to review your unfulfilled concerns immediately. Set an appointment with me and I will review your situation and advice you accordingly. 4 or More. Alert! You should be on "Red Alert!" What if the worst were to happen - will your loved ones be able to manage financially? You would ask - What should i do next? Dont worry, if this exercise has given you lots to think about, I can help you with your financial concerns. Contact Faiz 014-5377897 or 016-6464767