Don’t you agree that life is like a game of chess? Every move you make affects the next move. To win the game, you not only have the make the right move, you also need to make remedies should you have made a wrong move. In my financial planning practice, I seek to apply foundational planning principles for my clients to ensure that they are on the right track towards financial success.
When you engage my service, these are the 10-Step program which I will help you plan, advise and guide you:
- Understand your objectives and financial goals
- Organize your finance
- Present your Networth and Cash Flow Statement and explain your overall financial situation through some benchmarking
- Protect your finance with the right type of insurance programs that are cost effective and relevant.
- Set up a comprehensive estate plan to protect your family’s future.
- Prepare you for Retirement.
- Grow your Networth in a systematic manner.
- Manage your Wealth aligning with your financial goals and risk profile.
- Integrates your financial plan aligning with Singapore’s laws and regulations.
- Review your financial plan to ensure it stays relevant to you.
The financial tools which I used will be determined by the regulated activities and services which I am licenced to conduct and advise.