As important as it is, financial planning can be daunting. AIA Plan360 helps you consolidate your financial information for an easy 360-view. Best part, it brings you personalised insights to help you stay financially healthy and plan for your life goals.
Find answers to tough financial questions
What is my net worth?
The first step in this process is getting a comprehensive view of your finances. With the help of SGFinDex, AIA Plan360 does the consolidation of your financial information for you. This way, you get a 360-view, plan better and make more informed decisions based on the information. AIA Plan360 does exactly what it's meant for – helps you create an all-rounded plan towards your life goals.
Do I have sufficient funds to support my lifestyle? Am I financially prepared for emergencies?
Taking into account your net worth, cashflow and assets, AIA Plan360 computes your key financial ratios so that you can assess your financial health from different perspectives. This way, you can more accurately identify which areas you might wish to build and close the gaps on.
Will I be able to achieve my long-term goals after allocating for current needs?
Thinking of giving your child an overseas college education? Planning an early retirement? And travelling around the globe after that? When you plan with AIA Plan360, you will have crucial information that gives you a clear overview of your savings, financial commitments and coverage. A 360-view lets you track your progress towards your life goals and at the same time, be prepared for unexpected life events.
What can I do to improve my financial health?
Being financially healthy gives you the confidence that your loved ones are well taken care of as you work towards your life goals. With all the information and findings from AIA Plan360, start planning how to close the protection gap or work closer towards your life goals. You can also share your report with an AIA Financial Services Consultant for an expert opinion on how you can be in the pink of health financially.