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Financial planning checklist

The 28-point checklist we walk every client through: protection, accumulation, estate planning, and general insurance. Tick what you have, adjust the priorities to your situation, and share your view with a link.

0%Overall progress0 of 21 items complete

Wealth protection

0/9 complete
0%
  • Target: 8-10x annual incomeLife insurance coverage
  • Target: 75% income coverageUntil age 65
  • Target: 3-5x annual incomeCritical illness coverage
  • Target: Early stage coverageAdditional protection
  • Target: Gender-specific conditionsSpecialised coverage
  • Target: Private hospital accessEnhanced medical coverage
  • Target: $100K coverageAccident protection
  • Target: Long-term careDisability support from age 30
  • Target: Coverage for expecting parentsPregnancy and birth protection

Wealth accumulation

0/6 complete
0%
  • Target: 6 months expensesLiquid savings buffer
  • Target: Diversified portfolioRisk-adjusted returns
  • Target: Maximum contributionsTax-efficient savings
  • Target: $15,300 annualIncome tax relief
  • Target: Optimise emergency fund returnsMaximise savings interest
  • Target: Maximise rewards and cashflowRight card for your spending

Estate & legacy

0/6 complete
0%
  • Target: 100% of accounts nominatedBeneficiary setup
  • Target: Medical treatment instructionsHealthcare decisions documented
  • Target: Legal decision authorityIncapacitation planning
  • Target: Estate distribution planAsset inheritance documented
  • Target: All policies documentedInsurance portfolio overview
  • Target: Community contributionCharity or family giving plan

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Junxiong-WFG Organisation is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).