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INVESTMENT MANAGEMENT

  • Build passive income through dividend investing

  • Invest your money through index or customised strategy

  • Invest your SRS money and walkthrough on SRS

FINANCIAL PLANNING

  • Receive a personalised Retirement or FIRE plan​

  • Receive recommendations with product comparisons done for you

INSURANCE MANAGEMENT

  • Implement a cost-efficient and comprehensive insurance portfolio

  • Reduce insurance cost and maximise benefits

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HOW IS THE ADVISORY LIKE?

1

  • Deep-Dive Discussion

  • Financial Goal Setting

  • Consolidate Assets into Balance Sheet

2

  • Recommendation Discussion

  • Adjustments to 1st Draft

  • You decide on your Implementation Timeline

3

  • Full or partial implementation 

  • Set up personal google drive & planning documents

R

  • Annual / Bi-annual Review

  • Update balance sheet

  • Continuation from last planning

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Have a question?​

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You can reach me by clicking on the whatsapp icon!

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You may also connect with me on my socials 

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