Public Mutual’s Financial Freedom FP Advisor is state-of-the-art financial planning software used by our unit trust consultants to help you gain financial freedom! This software allows them to guide you through the financial planning process and deliver a customised SOLUTION to you.
Specifically, Financial Freedom FP Advisor is developed to facilitate our unit trust consultants to provide the following financial planning services:
Specifically, Financial Freedom FP Advisor is developed to facilitate our unit trust consultants to provide the following financial planning services:
· Retirement Planning
· Education Planning
· Home Ownership Planning
· Wealth Accumulation Planning, i.e. Other Financial Goals ( Car, House)
Using Financial Freedom FP Advisor, our unit trust consultants can analyse your:
· Risk Profile and match it with an appropriate Unit Trust Portfolio Model
· Net Worth and Cashflow
· Insurance Needs
· EPF Members’ Investment Scheme Withdrawal
· Fund selections to establish optimum unit trust portfolio
Contact our unit trust consultants or any of our 26 branches nationwide to find out about the Financial Freedom FP Advisor today.
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