My Approach to Financial Advisory Services

My approach to Financial Advisory is as follows:

1) Both of us need to be comfortable and have the trust to establish a long term working relationship to achieve your financial goals.

2) To establish your Needs, Wants, Desires and concerns. Rank your Needs, Wants, Desires and concerns in term of priorities and importance.

3) Gather information on your current status. 

4) Analyse the information given and calculate the gaps using the 8 Personal financial ratios.

5) Based on the shortfalls in the financial ratios, develop plans and recommendations after doing comparison based on the various providers we can represent.

6) Once you are agreeable with the solutions provided, we will implement the plans and recommendations.

7) We will conduct yearly review to ensure that we continue to work on your Needs, Wants, Desires and concerns in (2).

 

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Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.

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