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Personal Finance Audit Package

Personal Finance Audit Package

Full review of income, expenses, debts, and investments with a 5-step action plan.

$59.00
Insurance Optimization Plan

Insurance Optimization Plan

Review of existing policies, gap analysis, and better premium advice.

$200.00
Family Financial Planning

Family Financial Planning

Covers child education, retirement, insurance, and monthly budgeting.

$300.00
Investment Portfolio Setup

Investment Portfolio Setup

Custom risk-based portfolio with fund selection and asset allocation.

ብር5,800.00