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Financial check up

Put your finances under the microscope using our interactive dollarSCOPE tool. Just take five minutes to answer some simple questions on your situation, attitudes and financial planning skills. The results will be shown graphically, illustrating your strengths and weaknesses. We will also give you some qualitative feedback and suggestions.

While the dollarSCOPE is a useful tool to highlight strengths and weaknesses in your personal finances, it is not a substitute for a complete financial needs analysis. Contact us if you want a detailed analysis of your investment and/or insurance needs.

Typical result showing strengths & weaknesses

Perfect result showing no weaknesses

Celebrating 10 years in business

Prospective investors are advised to read a fund prospectus carefully before applying for any shares/units in unit trusts. The value of the units and the income from them may fall as well as rise. Unit trusts are subject to investment risks, including the possible loss of the principal amount invested. Investors investing in funds denominated in non-local currencies should be aware of the risk of exchange rate fluctuations that may cause a loss of principal. Past performance is not indicative of future performance. dollarDEX is affiliated with Aviva but dollarDEX does not receive any preferential rates for Aviva products as a result of this relationship. Unit trusts are not bank deposits nor are they guaranteed or insured by dollarDEX. Some unit trusts may not be offered to citizens of certain countries such as United States.

Articles on this site, whether written by dollarDEX or others, should not be construed as an offer or solicitation for the subscription, purchase or sale of any fund. No action should be taken without first viewing a fund's prospectus. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons.

Any information relating to insurance products in this website or email is only an overview of some of the benefits and features of the products, and not a contract of insurance. The detailed terms and conditions of any insurance plans are provided in the relevant policy contract.

All prices and values shown on dollarDEX.com are indicative and are usually based on prices of 2-4 dealing days earlier. Clients should not rely on these prices for decision making. Fund prices provided by third-parties. dollarDEX does not guarantee any prices or valuations shown, and accepts no responsibility for their accuracy.