Finalyst KYC

Finalyst provides you with a clear, complete picture of your current financial health. By completing a simple questionnaire around your income, expenses, assets and liabilities, Finalyst helps you to visualise your finances using clear and easy to understand graphs and charts! Finalyst is perfect for helping you: • Improve cashflow • Grow wealth • Plan for your life goals (getting married, having children, pursuing further studies, purchasing property, starting a business, and much more) • Optimise insurance coverage • Increase or diversify your investments Whatever stage of life you are at, it’s never too late or early to plan your finances! Whether you’re completely new to financial planning, looking to grow your investment portfolio, or planning for your retirement, Finalyst is sure to provide you with long-lasting value. Get the most out of Finalyst by connecting with a real-life Planner who will help you plan your finances and provide advice on how to improve cashflow, grow your wealth, manage expenses, optimise insurance coverage, and diversify your investments depending on your investment risk appetite. Assess Your Financial Health Map your cashflow and identify potential cash shortfalls in the future so you’re not left blindsided! Finalyst provides you with a sound assessment of your financial health based on income, expenses, assets and liabilities. Plan for Your Life Goals Live your best life and achieve your lifetime goals with the help of Finalyst! Whether it’s your dream car, holiday, wedding or even starting a business, it all starts with a plan to build up your funds. Setting up life goals allows your Planner to plan your funds around your goals, making sure you’re financially equipped to achieve them! Investment Risk Profile Set up an Investment Risk Profile by taking into account your financial needs, circumstances and objectives. This allows your Planner to advise and plan around your willingness and ability to take risks. Get Personalised Financial Advice With your goals and financial health in mind, your Planner will help you uncover insights, provide recommendations and work with you to customise a financial plan tailor made just for you!