And know the right amount and type of protection you need at every stage of life.įind out more about what NAV Planner can do for you. Keep track of all your policies – from premiums to maturity. Get the right amount of insurance for you.See how your investments are doing and how market movements affect them, all in one view Save time by skipping multiple logins and jumping between tabs. Track all your investments in one place.NAV Planner gains a more holistic view of your finances with SGFinDex, to help you project your future cashflow, analyse various scenarios and keep your finances on track Planning your finances for a rainy day or even for your retirement is more effortless. NAV Planner gives you a complete view of your finances by consolidating and auto-filling your information from Banks, SGX CDP, CPF, HDB, Insurance and IRAS shared via SGFinDex – no more dealing with manual inputs Fill in financial information gaps, securely & automatically.View the introductory video to learn more about the convenience of managing your account online. NAV Planner can now gather all your financial information in one place to help piece a personalised financial plan that’s right for you. Mid America Main Office 1001 Lakeside Avenue, Suite 1650Cleveland, OH44114 Phone: (216) 621-7715 E-mail: Account Resources Accessing your Equitable account has never been easier. Holistic financial planning with NAV Plannerįinancial planning is like completing a puzzle: it works best when you have all the pieces together. Your information is updated only when you tap on the ‘SYNC’ button within POSB NAV Planner – we recommend you do it monthly to keep your information and your financial plan up to date! Insurance (AIA, AXA, Great Eastern, Manulife, Income, Prudential, Singlife with Aviva)Īll banks, SGX CDP and insurers’ financial information shared is as of the previous month-end or previous monthly statement balance, where applicable.Outstanding HDB Loan Balance and Monthly Loan Instalment.Central Depository (CDP) Account under Singapore Exchange (SGX).Secured loan outstanding balances (home loan, car loan etc). Unsecured loan outstanding balances (credit cards, personal loans etc).Banks (Citi, DBS/POSB Bank, HSBC, Maybank, OCBC, Standard Chartered Bank, UOB) Account Basics, Your Events, Personal Information, Security.Here are the financial information that will be retrieved by us for financial planning purposes, when you connect and share: Security, privacy and control is key – only the banks you choose to connect with can share relevant financial information (and not your login details) solely for the purpose of financial planning. How does SGFinDex work With a few clicks, you can connect and share your financial information with POSB NAV Planner, which consolidates them to give you a view of your assets and liabilities, helping you plan more effortlessly.
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