SERVICES
HERE’S HOW I INTEND TO HELP YOU
First Step
Fully Customised Portfolio
A COMPLIMENTARY FULLY CUSTOMISED PORTFOLIO REVIEW
In the first 30 minutes of our meeting, I will carry out the first and most crucial task towards creating any informed financial plan: Understanding your current financial portfolio.
This helps me determine your most immediate financial needs, as well as the steps I need to take to expedite your progress towards financial freedom.
Second Step
Financial Assets Blueprint
A “FINANCIAL ASSETS BLUEPRINT” THAT BOTH PROTECTS AND GROWS YOUR WEALTH FOR RETIREMENT
With this blueprint, I not only helped individuals such as Ms Chua protect her savings, but also put it to work for her! When you meet with me, I’ll show you exactly how you can achieve this as well.
Third Step
FINANCIAL
MY “100%-SINGAPOREAN FINANCIAL BIBLE”
My personal 18-step guide specifically geared to the local market. These tips, which are evergreen and apply to any market climate or condition, will remain relevant to your finances no matter what your financial situation or needs are at the moment, so do feel free to share them with your friends!
Fourth Step
BLUNDERS
THE MOST COMMON FINANCIAL “BLUNDERS” THAT AT LEAST 80% OF SINGAPOREANS MAKE
I’ve heard countless stories of individuals discovering that their hard-earned money is slowly but surely dwindling… Even with a seemingly solid wealth management plan put in place. This usually results in them placing the blame on the financial plan itself.
But what they don’t realise is that they have most likely been making some common but highly devastating financial “blunders”! Mistakes that go under the radar for most financially inexperienced citizens… But quietly eat away at their savings without them even knowing.
By finding out what these blunders are, learn how to avoid them and maximise your financial growth effectiveness!
Fifth Step
FINANCIAL DECISIONS
5 KEY FINANCIAL DECISIONS YOU NEED TO KNOW HOW TO MAKE
Most of us are confused and distracted about making key financial decisions, simply because there’s so many! When you meet with me, I will narrow it down to 5 simple decisions you can make, that can potentially transform your financial outlook in as short as 1 year!