Blog

  • Private Wealth Designation

    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… Read more

  • 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… Read more

  • 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… Read more

  • 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… Read more

  • 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… Read more

  • 7Cs -> Learning i.e. One Book per Month

    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… Read more

  • 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.… Read more

  • 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… Read more

  • 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… Read more

  • 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… Read more

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