Free FP consultation

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FELIA HOME PRESENTS!!

Retirement fundsInsuranceMortgage fundsEducation funds

Design your ideal life plan.

Individual financial-planning consultation

Handled by experienced Financial Planners partnered with Felia Home.

●In today's low-rate environment, calculating the optimal mix of down payment and pair-loan while accounting for the mortgage deduction and tax rules.
●Choosing between variable and fixed interest-rate types.
●Selecting between "payment-in-advance" and "fee-based" mortgage cost structures.
●Planning early repayment schedules.
●Selecting the right "disease-linked group credit life insurance".
●Making use of the home-purchase gift-tax exemption.

FP
(Financial Planning): what is it?

Financial planning is the process of building a comprehensive financial plan that helps you realise your dreams and goals from the financial side. It requires broad knowledge of finance, taxation, real estate, mortgages, life insurance, and public-pension systems. Our FPs bring all of that together to help design and support your plan.

What a Financial Planner can help with

Mortgage funds

From choosing a mortgage structure to managing payments, our finance professionals help you pick the best plan from countless options.

Education funds

Now — when you are firming up your life plan — is exactly the moment to think seriously about your children's future. We map out their intended paths and calculate the education funds you will need.

Insurance funds

Insurance is the safety net that protects you financially from accidents, illness, and disasters. Let us design coverage that fits your new life stage.

Retirement funds

We live in the 100-year life era. How much will you actually need in retirement, and how should you save it? We compute this while balancing education spend and early mortgage repayment.

Enquire about our free FP consultation