You might display different primary personalities across different stages of life, and that’s ok! All this means is that we’ll need to adopt a hybrid approach to your finances.

At the end of this assessment, you will obtain a results report and actionable tips suited to your personality type. Next, the goal is to devise a comprehensive and personalised strategy for you to achieve RM1,000,000 and beyond upon retirement over a more in depth consultation. This consultation would cover:

• • The Uno financial model, key components of good financial management and how to keep on track with a “GPS”.
  • How to evaluate and optimize your
    • Cashflow – do more with better cash flow.
    • Assets and investments – allocate your money into the best options available.
    • Insurances – sufficient coverage and not be over insured.
  • A strategy specifically crafted to
    • Match your financial personality and management preference.
    • Guide you step by step to simplify your money management

We have designed this assessment to get a sense of your primary personality. To get the most out of this exercise:

• • Select the statement that best describes or applies to you. There are no right or wrong answers.
  • Pick the first answer that comes to mind if two or more statements apply to you.