Let’s get in touch!
I help busy professionals & business owners in their “Journey to Financial Clarity”.
The financial planning process is a long journey. It is more important for me to create trust and build long-term relationship with my clients.
It is important for me to make sure my clients be clear on their current circumstances and financial portfolio, in order to make the most informed decisions.
By having a systematic process, we can make sure that there are no obsolescences, loopholes and redundancies in your financial portfolio.
Let’s connect if this sounds like what you are looking for 🙂
Email me at clarity@weekhai.com or follow me on:
I thought you might be interested to have a complimentary e-copy of “Your Journey to Financial Clarity” to learn how to DIY your own financial plan using a simple 6-step process. Do leave me a message below 🙂
Alternatively, below is a Portfolio Review Checklist which might be useful to help you get started!
Thank you!
Wee Khai 