Life Changing Situations
Is this you?
Have you just got married or divorced? Have you purchased a home with a big loan? Or maybe you changed careers or switched to a new job? Are you planning to relocate internationally?
Are you concerned?
- After marriage, expenses have skyrocketed; how do I continue to invest?
- I have a term policy, but do I need additional coverage?
- What will happen if I lose my job; do I have a backup plan?
- How can I repay my marriage-related debts?
- How can I invest to finance a yearly international vacation?
Why Planning at different life stages is essential for you?
Important life-altering events might be cheerful, miserable, upsetting or anywhere in between and money management issues can add stress to an already complicated situation. However, with the right financial design in place, many new spending habits can be better planned.
Before CIIS
Overspending
Exhausting Credit Limits
Unwanted EMIs
After CIIS
Awareness of Spending Patterns
Recognition of Important Spends
Plan for a Comfortable Future
Achieve financial security and happiness