Self-Discovery Tool​

Get a calculated visual of your insurance needs by going through these 5 steps.

1
Introduction
2
Background Info
3
Financial Info
4
Future Planning
5
Dependents

Welcome to WealthJournal's Discovery Tool.

With just 5 simple steps, you’ll be able to gain a better visual of your potential expenditure on the different types of insurance you may need.

Other than helping you layout your financial plans one step at a time, we’ll also be able to offer you additional advice based on your calculation results.

Let’s get started!

Start discovering the most suitable plans for you

Before we go into considering which financial product we wish to take up, first we must understand our financial situation – our current assets and liabilities.
While we aim to provide advice and estimates for plans and services that may benefit you, these plans differ greatly in terms of the cost, duration and eligibility.
Inputting your information will allow the form to come up with an accurate estimate for you.
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Do these factors affect my insurance estimate?

While we aim to provide advice and estimates for plans and services that may benefit you, these plans differ greatly in terms of the cost, duration and eligibility.
Providing us with this information will allow us to evaluate your needs properly.
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Getting a hold of your finances

Knowing your income and expense amount is the first step to being more aware about your own financial situation.

Once you have your information arranged in front of you clearly like a deck of cards, your ‘financial appetite’ will allow you to plan better – to increase your coverage or to get what is considered the bare minimum.

Info Nuggets

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Planning Ahead

When making plans for the future, it is important to take into account other circumstances that may affect us in one way or another. Adding these factors into our consideration will ensure our projected numbers are as accurate as possible.

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Financial Dependents

While we calculate the financial requirements for our future, measuring how much we need to set aside to support our family will give us a clearer idea on how much spare cash we have.

If there’s anyone in your family who’s depending on your income, the last thing we want is to have these expenses left out from this planning stage. Thus, with these proper tools and guidance from professionals, you’ll be able to set comprehensive estimates.

Info Nuggets

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