MoneyOwl interview questions

Share more about yourself, family, work , whatever you want. A quick case study discussion to access how you would plan for the given example. I got a case regarding planning for a young family with 1 kid. Pretty straightforward, discuss the planning and thought process and suggest areas of improvement. Plan like you would plan for yourself, you should not go wrong unless you own ILPs (which btw, is banned from the product shelf) and do not have conviction for low cost fit-for-purpose term insurance products.

Unethical questions about childhood dream, primary school results, secondary subject choices. Did my parents come from money and dissed about my life decision