Every individual has different needs and wants
Services I provide
Money Management, Wealth Protection, Wealth Accumulation, Wealth Distribution
are the 4 pillars of Financial Planning.
As I believe that everyone have different needs and wants. There is no “one size fits all” solution.
In fact, financial planning is a journey where constant review and checking is required.
Money Management
Money Management is the first pillar of financial planning. Understanding your income, expenses, assets, liabilities and most importantly your goals and desires will allow you to have a clearer picture of what you want in future.
Wealth Protection
Wealth Protection ringfence your assets in unforeseen and inevitable situations.
Both individuals and businesses must have risk management plans to protect against events that will financially impact them.
Wealth Accumulation
The amount of financial instruments in the market ranging from simple fixed deposits to high risk crypto-currencies might be confusing for everyone.
Identifying your risk profile will help you accumulate your monies with you knowing what exactly is the risk involved.
Wealth Distribution
Legacy Planning
As we progress in our life, and obtain financial success. Gifting the money to the correct people at the correct time will be on your mind.
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