Yasmin's Financial Plan

Home Deposit Target £70,000

Quetta worked closely with Yasmin to understand her financial needs and goals to develop her personalised Financial Plan. Her top priority was to build a deposit to help her family move to a larger house.

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Monitoring Progress

Using Quetta’s digital toolkit Yasmin is able to easily monitor progress against her financial goals. Pro-active money management means that Yasmin is now financially confident to explore how she can build her house deposit.

Home Buying Plan
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Status

On Target

  1. Assessment
    • Interest Rate Impact Assessed
    • Inflation Impact Assessed
  2. Products
    • Daily Saving Products
    • Fixed Term 1-3 yrs Savings
    • Fixed 5 yr ISA
    • Pension Fund Shariah Compliant
    • Shariah Compliant Car Finance Options
  3. Plans
    • Buying a Family Home Plan in Place