One on one Financial Consultation

About this session

A 360° Financial Health & Decision Clarity Session This is not a product pitch or advisory call. It is a structured financial diagnosis and decision-enablement session, designed to help you clearly understand where you stand financially, what risks you carry, and how to move forward confidently. As part of this structured clarity process, you will also receive FREE Accidental Insurance Coverage, ensuring that your financial planning includes immediate risk protection. 🔍 What You Will Get From This Session 1️⃣ Financial Health Score A clear, easy-to-understand score that reflects your overall financial health, based on: i. Income stability ii. Expense structure iii. Savings discipline iv. Debt exposure v. Protection adequacy 📌 This score acts as a baseline to track your financial progress over time. 2️⃣ Personal Risk Analysis Understand the risks specific to your life situation, such as: i. Income risk ii. Emergency preparedness iii. Insurance gaps iv. Dependency risks This helps identify what can go wrong financially and how exposed you are today. 3️⃣ Investment Risk Analysis Assess whether your current investments match: i. Your risk tolerance ii. Your time horizon iii. Your financial goals 📌 Many people unknowingly take too much or too little risk. This analysis brings clarity. 4️⃣ Money Behaviour Analysis Money decisions are driven by behaviour, not knowledge. We analyse: i. Spending patterns ii. Saving habits iii. Emotional decision-making iv. Past financial choices 📌 This helps you understand why certain financial outcomes keep repeating and how to correct them. 5️⃣ Investment Strategy Framework You will receive a clear strategic framework, including: i. Ideal allocation between Debt and Equity ii. Alignment with your goals and risk profile iii. Long-term structure, not short-term predictions 📌 This is a decision framework, not a stock or product recommendation. 6️⃣FREE Accidental Insurance Coverage   As part of this session, you will receive Accidental Insurance Coverage at no additional cost.   Why this matters: i. Financial clarity must include risk protection ii. Unexpected events can impact long-term financial plans iii. Immediate coverage strengthens your overall protection structure  📌 This benefit complements your personal risk analysis discussed during the session. 📄 What You Take Back After the Session ✅ Detailed Financial Report i. Covers all analyses discussed in the session ii. Can be used as a reference document for future decisions iii. Helps you track progress year after year 🎥 Video Recording of the Session i. Full access to the recorded consultation ii. Revisit concepts anytime iii. Useful for family discussions and future reference 🌟 Exclusive Benefits (Bonus Access) 🔐 Platinum Member Group Access i. Exclusive discussions ii. Priority updates iii. Member-only insights 🎓 Free Access to RxT In-House Trainer Sessions i. Periodic learning sessions ii. Practical financial education iii. Helps strengthen financial understanding continuously ➕ Other Relevant RxT Resources i. Priority access to select RxT programs ii. Early invites to workshops and sessions iii. Ongoing learning support 🎯 Who Is This Session For? i. Individuals seeking financial clarity, not confusion ii. Families wanting a structured financial direction iii. People tired of random advice and product pushes iv. Anyone who wants to build financial confidence step by step 🧠 Important to Know i. RxT does not provide investment advisory services ii. This session focuses on understanding, structure, and decision clarity iii. You remain fully in control of your financial actions This session helps you understand your money, your risks, and your options — so every future financial decision is taken with confidence, not confusion.