Happy to get an upgrade in my title! Our company recognises the effort and hard work for Financial Consultants to upgrade our knowledge in order to do a better job for our clients. The Chartered Financial Consultant certification took me around 2 years over 9 modules from 2015-2016. It laid the foundation and gave meContinue reading “Private Wealth Designation”
Author Archives: weikai08
Rising Medical Cost & Premiums, But Importance of Medical Coverage
Coincidentally, this piece of news came out after my recent discussion on rising Integrated Shield Plan (IP) premiums on one hand, and the importance of having a comprehensive medical coverage in Singapore on the other hand, with reference to the largest claim I have done for a client, who was hospitalized for 107 days thatContinue reading “Rising Medical Cost & Premiums, But Importance of Medical Coverage”
7Cs -> On-boarding Clients onto The Clarity Program
One of my business commitment is to get more clients onboard the financial planning process that I have packaged to help clients be clear regarding their existing circumstances, and using reasonable assumptions to project an accurate future lifestyle. From our client experiences, we realised that there are 2 major problems consumers face – Frustration &Continue reading “7Cs -> On-boarding Clients onto The Clarity Program”
7Cs -> The 3-Hour Marathon
The reason why I center my commitments first from the internal self is because I believe when the self is “calibrated properly”, the other things in life will also fall in place. My 1st C is Commitment for Learning, 2nd C is Moderating Alcohol Intake and here, the 3rd C is The 3-Hour Marathon. TheContinue reading “7Cs -> The 3-Hour Marathon”
7Cs -> Moderating Alcohol Intake
One “not-too-good” habit that I have not been truly honest with myself for quite a while, is having a couple of beers too many. Sometimes after an intensive running/soccer session, it feels good to have an ice cold beer to cool the body down. Likewise, when the weather is so hot, you crave for thatContinue reading “7Cs -> Moderating Alcohol Intake”
