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1. WELCOME TOWELCOME TO
ANAN
EXCLUSIVE PRESENTATION ONEXCLUSIVE PRESENTATION ON
Financial Planning Awareness Program
Presented by
FINANCIAL GOAL PLANNER
© Copyright 2010

3. Our Philosophy

5. DATA
GATHERING
SETTING UP
OF
FINANCIAL
GOALS
CASH FLOW
ANALYSIS & RISK
PROFILE TEST
DERIVING THE
EXPECTED
RETURN
REALIGNMENT
OF FINANCIAL
GOALSCASH FLOW
PROTECTION
(INSURANCE
PLANNING)
INSURANCE
IMPLEMENTATIO
N
REVISED CASH
FLOW
ANALYSIS
CREATION OF
INVESTMENT
PORTFOLIO
IMPLEMENTAT
ION OF
INVESTMENT
PORTFOLIO
REVIEW
Financial Health
Check up

6. Will, Power of Attorney, Family
Trust
Early/Late Retirement
Contingency
Planning
Life, Health, Asset
Education, Marriage,
House, Car, Wealth
The Financial Planning Pyramid
6

8. Exclusive Benefits:
By Doing Financial Planning You Can :
Be Aware & Educate Yourself about Your Financial Matters
Increase the Probability of Achieving Your Goals
Ensure Adequate Control on Cash Flows
Plan the ‘Adequate’ Amount of Insurance without Wasting Excess Money
Create a Structured Investment Portfolio with ‘Appropriate’ Risk
Protect Yourself from Making Irrational Financial Decisions
Be a Role Model to the Next Generation and Guide them the Right Way
Have a Single point of Coordination for Personal Financial Services &
Succession Planning
Ensure Continuity of Financial Advice through expert Financial Planner.
And most importantly………
“ Develop a Healthy Attitude towards Money & Have Peace of Mind !”

10. Thank youThank you
FINANCIAL GOAL PLANNER
© Copyright 2010