Financial Snapshot

Designed for individuals who want to understand your financial health and plan for your finance goals without the hassle. A simple interface to enable you to input finances at your fingertips and generate the financial computations. Get a quick snapshot of your finance health and financial goals. Generate a report and send it to finance advisor / insurance advisor to initiate financial planning for your future, or simply to keep a copy for your own reference and monitoring of your financial health over time.

Don’t procrastinate. Studies have shown that people who take an active interest in their finances and insurance tend to be better off financially.

Features:
• Easy to use. Intuitive interface that works with data you have at your fingertips
• Easy to understand. Generates a detailed and uncomplicated report for your reference.
• Easy to act. Get in touch with financial experts or your own financial advisor with just one click