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Welcome to Fintor’s onboarding Meeting

Agenda For Meeting

  • Brief introduction
  • Understanding Your Goals, Objectives & Aspirations
  • Income & Expense Verification
  • Cashflow Management Strategy & Concepts
  • Protection measures and information verification
  • Wealth Protection Strategies & Concepts
  • Super, Investments, Property and Asset Verification.
  • Wealth Creation – Strategy & Concepts
  • Retirement Planning Information Verification (if Relevant)
  • Retirement Planning – Strategy & Concepts (if Relevant)