财务规划即规划人生,人生海海,让我做您的财务领航员!

中学的时候,老师劝导同学,要从“要我读书”变成“我要读书”。四十不惑,四十岁的我,最后悔的是,没有更早的认识,财务规划即是规划人生。我希望尽早告诉更多人,要从“要我财务规划”变成“我要财务规划”,我命由我不由天。

上了大学以后,没有了高考的压力,我和大多数人一样开始放松了下来。这一放松,就让人生暂时失去了方向。虽然随大流去了银行,很早接触财务规划,却没有很好的规划好自己的人生。我想要的东西很多,但缺少财务规划,我什么都没有得到。直到2014年,自己觉得不能再这样下去了,便跳出舒适区,走向自我创业的挑战之路。直到这一刻,我才真正开始掌控自己的人生。

在获得人生的成功的同时,我希望能够用自己的力量去帮助更多的人,我不想有更多人像我一样蹉跎数年后才后悔。

如果您刚走出学校大门,正在规划您的职场人生,

如果您刚喜获新生命,憧憬如何教导孩子,给予他/她多彩人生,

如果您已近中年,正准备规划您的退休生活,

无论您的未来人生规划是什么,您需要财务规划,需要一个帮手帮您甄别最佳金融产品组合,帮助最省时省事省力地达到您的目标,请联系我。

我将尽全力,帮助您。时间,是金融世界重要的要素,别迟疑,今天就联系我吧!

 

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Max Luo

MAS REP No.: LY-300683327

理财顾问

财务规划即规划人生,人生海海,让我做您的财务领航员!

中学的时候,老师劝导同学,要从“要我读书”变成“我要读书”。四十不惑,四十岁的我,最后悔的是,没有更早的认识,财务规划即是规划人生。我希望尽早告诉更多人,要从“要我财务规划”变成“我要财务规划”,我命由我不由天。

上了大学以后,没有了高考的压力,我和大多数人一样开始放松了下来。这一放松,就让人生暂时失去了方向。虽然随大流去了银行,很早接触财务规划,却没有很好的规划好自己的人生。我想要的东西很多,但缺少财务规划,我什么都没有得到。直到2014年,自己觉得不能再这样下去了,便跳出舒适区,走向自我创业的挑战之路。直到这一刻,我才真正开始掌控自己的人生。

在获得人生的成功的同时,我希望能够用自己的力量去帮助更多的人,我不想有更多人像我一样蹉跎数年后才后悔。

如果您刚走出学校大门,正在规划您的职场人生,

如果您刚喜获新生命,憧憬如何教导孩子,给予他/她多彩人生,

如果您已近中年,正准备规划您的退休生活,

无论您的未来人生规划是什么,您需要财务规划,需要一个帮手帮您甄别最佳金融产品组合,帮助最省时省事省力地达到您的目标,请联系我。

我将尽全力,帮助您。时间,是金融世界重要的要素,别迟疑,今天就联系我吧!

 

专业-本人新加坡南洋理工大学金融系荣誉学士毕业,多年金融产品开发经验,自身也是金融产品消费者,可以从开发者及消费者多重角度分析产品的优势及不足;

独立-鑫盟理财是新加坡最大的独立理财顾问公司,不同于一般保险公司及银行销售顾问,独立理财顾问只从客户角度推荐合适客户自身财务状况的产品;

丰富-鑫盟理财代理合作的基金公司,保险公司及信托公司众多,产品库丰富,可以为客户制定最合适的财务规划,达到人生目标。

2007-2010 中国银行新加坡分行零售业务产品经理,重度参与财富管理中心及私人银行建设;

2014-至今, 自主创业跨境电商业务,5年时间,年销售额从0突破1亿元人民币;

2019-2021 新加坡政府零售学院兼职讲师,协助新加坡中小企业数码化转型。

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根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

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