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Fiverr Pro
English
$
USD
I will create a personalized financial plan and strategy
About this Gig
Are you struggling to manage your money, reach savings goals, or plan for your financial future?
As a BSc Actuarial Science graduate with hands-on experience in insurance and financial services, I deliver data driven, personalized financial plans that give you a clear roadmap not just generic advice.What makes my service different: I apply actuarial risk principles to your personal finances, ensuring your plan accounts for real-life uncertainties, income variability, and long term wealth protection.
Visualization tools:
Microsoft Excel
Service type:
Budget Vs. actual analysis
Target country:
Australia
•
United Kingdom
•
United States
My Portfolio
FAQ
Do I need to share sensitive financial information
You only share what you're comfortable with. A general income range and expense categories are enough to get started.
What format will I receive my plan in?
Your plan is delivered as a professional PDF report and an editable Excel tracker.
Can you help with business finances too?
This gig is focused on personal finance. For business financial plans, please check my other gigs.
