Chart Your Finances
A one-on-one session where we run your numbers through our financial simulator and chart your whole money life on screen: first home, family, career changes, retirement. You see exactly how today's decisions play out for the next 40 years, and leave with a plan you can actually track.
MoneyBees Planner
Your whole money life on one chart, age 30 to 99. Take-home income, passive income, cash savings, goals, and life-event scenarios all stacked together so the trajectory is obvious. We change one variable at a time during the session (buy a property, take a sabbatical, retire at 55 instead of 65) and watch the future move in real time.
- Year-by-year cash savings trajectory with hover-anywhere tooltip
- Add Goals (Mediterranean trip, kid's tuition) and Scenarios (CI, disability, breadwinner death) as overlays
- Recommendations and existing plans live side-by-side with the chart
Key features
Here's what you get with our Chart Your Finances service.
- Live session on our financial simulator: your future projected in real time
- Visual roadmap from today through to retirement
- Stress-test scenarios: buying a home, switching careers, having kids
- Plan side-by-side with your partner in the same session
- Ongoing progress tracking after we meet
- Personalised next steps you can action this week
Is this service right for you?
Anyone who wants to see their full financial life on one screen
Couples planning major milestones together (home, kids, retirement)
People who want to test life decisions before they commit to them
Common questions
Answers to frequently asked questions about this service.
How long does the consultation process take?
An initial consultation typically takes 45-60 minutes. We use this time to understand your financial situation, goals, and concerns. After the first session, we prepare a personalised recommendation within 5 business days.
Do I need to prepare anything before our meeting?
It helps to have a general idea of your income, existing policies or investments, and any specific financial goals in mind. Don't worry if you're unsure. We'll guide you through everything during the session.
Is the initial consultation really free?
Yes, completely. Your first session is a no-strings conversation where we get to know your situation and you get to see if we're the right fit. No commitment required.
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Insurance Planning
A one-on-one session to find the coverage you actually need, with no over-insurance and no over-paying. We pull your existing policies on screen, compare them side-by-side, work out the right coverage amounts for your stage of life, and tighten everything into one clean roadmap.
Investment Kickstart
A one-on-one session that takes you from zero to your first portfolio. We use our compound interest calculator to show you what your money can actually do over 10, 20, 30 years, compare advisory and direct investment options, and leave you with a concrete first-buy plan you can execute that week.
Ready to get started with Chart Your Finances?
Book a free consultation and let us help you take the next step toward your financial goals.
Junxiong-WFG Organisation is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. 201715016G).