I have been seen this advertisement on facebook by the company called UP PLAN which promises to build a complete financial plan online in 15 mins for free. Can anyone advise on this? - Seedly
 

Investments

Financial Planners

Personal Finance 101

Asked by Anonymous

Asked on 05 Jan 2020

I have been seen this advertisement on facebook by the company called UP PLAN which promises to build a complete financial plan online in 15 mins for free. Can anyone advise on this?

Is it trustworthy? Should I bother looking into them and possibly engaging in their services?

0

Answers (3)

Sort By

Most Upvote

  • Most Upvote
  • Most Recent
Sarah Khoo
Sarah Khoo
Level 3. Wonderkid
Answered on 12 Jan 2020

Another concern is data protection. Are you willing to give up your personal details to this company?

0 comments

0

It's free so if you have time it doesn't hurt to poke around. Agree with other poster, 15 minutes is an impossible promise for a thorough job, but at least you learn steps and thought process involved.

0 comments

0

The word "complete" doesn't match "15 minutes" to me. Professionally, I have been working in the financial services and estate planning industry for 9 years now and I have conducted so many comprehensive financial portfolio reviews for my clients - ranging from cashflow analysis and all the way till legacy management.

Sad to say, I have never been able to complete much in 15 minutes, even when client is willing and able to provide me with all the necessasry information in a timely manner.

Here is everything about me and what I do best.

0 comments

0