MadeSimple Savings & Investments Plan with You in Mind!
If you have more than 3-6 months pay in your bank account (your emergency fund), you are faced with questions how to use your money wisely. Should you increase your pension contributions, open a savings account for your children’s education, start making investments, etc.? The MadeSimple report makes these questions much easier to answer taking into account your tax position and financial objectives.
You – Complete a short online application form (approx. 2 mins).
We – Generate your personal report by a Qualified Financial Advisor. The report provides recommendations for a savings/investments plan based on the information provided.
Together – We schedule a review online (we use Zoom, or a platform you may suggest) or over the phone to discuss the report and what options are available to you.