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:
- Are you having too much debt?
- How much can your assets fall before your become insolvent?
- Are you investing enough?
- What is the right amount for to be investing to remain in balance?
- 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: