06/08/2025
🩺Financial Health Check (FHC)
The first step to better financial management? Knowing where you stand today.
It’s just like using Google Maps — before it can guide you to your destination, the app needs two key inputs:
📍 Where you want to go, and
📍 Where you're starting from.
Only then can it chart out the best possible routes, offer you different options, and let you decide which path suits your comfort, timeline, or level of risk.
Financial planning is the same.
I often meet people who are curious about getting help — but after the free Discovery session, some realise they’re not quite ready to commit due to budget, timing, or other priorities.
So while the intention is there, the full leap into planning sometimes needs to wait.
That’s why we’ve relaunched a service we used to offer:
🩺Financial Health Check (FHC)
This is a standalone paid session (RM350), designed to be accessible and pressure-free. There’s no product pitching — just a professional review of where you are financially.
In this session, you’ll:
✅Understand your current financial position
✅Spot any potential blind spots
✅Gain an objective view from a licensed financial planner
✅Walk away with greater clarity and confidence
What’s included?
💸 Cash flow overview
🏠 Assets & liabilities
👴🏻Retirement readiness check👵🏻
🛡️ Protection gaps
💰 Estate cost exposure
What’s not included is financial advice or recommendations based on the findings — unless you choose to continue with full planning.
💡 If you decide to upgrade to a full financial plan (MFP/FFP) within 2 months, the RM350 fee will be fully offset.
If you’re looking to take that first meaningful step towards clarity — but aren't quite ready to dive into full planning — this could be the perfect place to start.
📌 Register your interest here:
👉 https://wealthvantage.bitrix24.site/eyvonne-lead/
Slots are limited each month. Fill in the form and I’ll be in touch with next steps.
