Commitment to (Lifelong) Learning. One of my Top 5 CliftonStrengths is being a Learner. Ever since I started Financial Advisory in 2011, the vast amount of knowledge and practice management literature continually amaze me. Books on Inter-Personal Skills, Management, Self-Help, Motivation, Sales, Marketing and Business Strategies particularly attracts my attention. Not necessarily aiming to becomeContinue reading “7Cs -> Learning i.e. One Book per Month”
Author Archives: weikai08
7Cs Goal Setting for 2024/25
It’s the start of the year where many organizations and individuals set goals to kickstart the year on a positive note. Over the years in Financial Services, I went through many different types of goal-setting. Although there are hits and also misses, the presence of a written plan is important to provide the general directionContinue reading “7Cs Goal Setting for 2024/25”
How We Saved $375.40 via EasiCompare
Is your Motor Insurance up for renewal soon? For the longest time, we had been renewing our Car Insurance with an external agent, and I always thought the rates were reasonable. But this year, with our SGA EasiCompare portal, I decided to double-check before renewing, just in case. See renewal quote below: Detailed quote afterContinue reading “How We Saved $375.40 via EasiCompare”
3 Ways to Kickstart Your Financial Plan In 2024
A brand new year is typically where most people set New Year Resolutions for the year in their personal or professional circumstances. One big area could potentially be getting your finances in order. Our circumstances are unique, and could be complicated such that some tend to conveniently put it off. However, a big goal startsContinue reading “3 Ways to Kickstart Your Financial Plan In 2024”
Top 5 Pro Tips
Top 5 Pro Tips To Get Your Financial Plan In Order Do you feel frustrated and confused about your financial portfolio? Not sure where to get started to re-organized your financial plan? Here’s a simple guide you can download to DIY your financial plan to get started 🙂 Link ->
Wee Khai 