PERSONAL NET WORTH REVIEW

Just like a medical report is used to provide the health markers for you to make better decisions about your health, the purpose of a Net Worth Statement is to provide you with the numbers to help you make better decisions about your finances.

The key in this decision-making process lies not just in the calculation but more importantly, the interpretation of the numbers.

And, having professional knowledge in the analysis of a Net Worth Statement may well be the key to preventing you from making painful and costly errors.

 

This review can help you understand the following:

1. How much can your assets fall before your become insolvent?

2. Are you investing enough?

3. What is the right amount for to be investing to remain in balance?

4. What changes shall you make to your asset allocation?

Complimentary Personal Net Worth Review (Virtual Consultation)

During this period of financial uncertainty, GEN Financial Advisory is offering you a complimentary Personal Net Worth Review service (worth $188) to help you analyse your finances through financial ratios that are typically used in fee-based financial planning processes.

You can sign up for your complimentary review (conducted virtually) by completing this form:

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