Getting a grip on your money, now and in the future
You do not want to concern yourself too much with money matters. And you certainly do not want to worry about them. You do, however, want to make the right choices in life and work. The Personal Annual Report will help you do just that.
“The Online Personal Annual Report® offers you the best basis for making the right decisions and achieving your goals…”.
Step 1: Overview
Your Online Personal Annual Report is your financial dashboard. This is where we create an overview. All your financial information in one location. This gives peace of mind.
Step 2: Insight
What comes in and what goes out? How much will you have left after your retirement? Will that be enough? Insight into your present and future situation. This gives you control
Step 3: Outlook
Want to opt for early retirement? A sabbatical? Accrue capital? Now you can start shaping your plans. This creates perspective.