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?

Discussion (4)

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Liang Seng

17 Jun 2020

The terms and conditions will show you who they pass your info to under Section 7.4.

https://www.upplan.sg/bto-terms-and-conditions-...

Prudential will get your info and contact you for financial planning. So if you are ok then use the platform. Of course you can also say yes or no to meeting them.

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12 Jan 2020

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

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Kelly Trinh

12 Jan 2020

Backoffice technical at financial services firm

It's free so if you have time it doesn't hurt to poke around. Agree with other poster, 15 minutes is...

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Are there any free apps or online software that lets you map your financial goals and integrate all your financial plans, accounts and investment? thanks!?

Anyone knows where to download "Financial Questionaire Fact Finding" templates that has similar context to those from the insurance companies commonly used by FAs during the financial planning phase?

Hi, I am soon graduating and chanced upon a management associate role from this company called finexis. Does anyone have insights on the job? is it a rope to attract more financial advisors?

Is it more advisable to buy life insurance from the company's financial adviser or an independent FA. For both cases, will another agent be assigned by the company should the agent leaves or resign.?

Hi, has anyone heard or has invested in a company called OrtegaCapital? They seem to have returns of 8-13% annual returns. Anyone care to share their thoughts or experience on this?