Did anyone try using Syfe's financial planning service yet? What sort of questions can I ask? - Seedly

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Asked by Anonymous

Asked 2w ago

Did anyone try using Syfe's financial planning service yet? What sort of questions can I ask?

I heard it's a free service. I'm in my mid-30s and want to know if talking to them can help me. I've got young kids and I'm supporting my parents too.

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Hello there! I believe that everyone can benefit from having a financial plan, no matter their financial situation. A solid financial plan keeps you on track with your saving and investment goals, debt management, insurance coverage, retirement planning, and more.

That’s the reason we’ve launched our latest financial planning service – not just for Syfe customers but anyone who wishes to be financially prepared for each milestone in their life.

To give you an idea of what advice we can offer, here are some potential questions you may ask:

  • What sort of investments are right for me?
  • Am I on track to reach my retirement goals?
  • How can I provide for my child’s future education needs?
  • Should I invest in the property market?
  • How do I plan my budget to take care of my parents and my children?

For a more detailed analysis of your finances and the steps you can take to reach your financial goals, simply schedule a call with our Syfe expert.

Our planning advice is free and always in your best interest - you will never feel pressured to invest with Syfe or accept any recommendations. And while this service is currently free, it might not be free forever, so do take this opportunity to arrange for a phone consultation with our experts.

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