2025新的起点,从“财务健康”出发!

回顾2024,你是否有这些“小遗憾”?
� 想存钱却存不下,存款总是“不翼而飞”?
� 面对意外开支,手忙脚乱压力山大?
� 投资账户天天看,却不知道收益如何?
别再纠结过去,2025是你的“行动年”! 现在,给自己一次全面的“财务体检”,简单3步!
1️⃣ 储蓄够OK了吗?
✅ 应急储备 = 3 ~ 6个月生活费是基本配置! � 没达到?试试“先存后花”:工资到账,先存一部分,再规划花销~
2️⃣ 保险够全面了吗?
✅ 健康险、意外险、寿险、重疾险都安排好了吗? � 别忘了:保险不仅保自己,更是家人的安心后盾!
3️⃣ 投资方向明确吗?
✅ 定期检查你的投资组合: 别过于冒险,但也别让钱“躺平”浪费机会~ 如果迷茫,可以私信我,获取专业理财建议,助力财富增值!
2025,从“体检”到“行动”,为自己打造更健康的财务生活!
不知道怎么开始?欢迎留言或私信我,我们一起聊聊你的目标与规划!

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek unbiased financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

PENG CUILING 彭翠玲

A Little about me:

Before switching careers to become a Financial Consultant, I worked in the construction-related land surveying industry and had 11 years of professional experience. I have been responsible for over 100 engineering projects and worked with no less than 30 local and overseas construction industry companies.

Therefore, I understand the importance of professionalism. I maintain a sincere and responsible attitude, serving every customer with heart, because I believe that only by truly striving for perfection in every detail can we win trust and recognition.

在转行成为独立理财顾问之前,我曾从事与建筑相关的土地测量行业,拥有11年的专业经验。 我曾负责超过100个工程项目,并与不少于30家本地及海外建筑业公司合作。 因此,我知道专业精神的重要性。 现在我保持真诚、负责的态度,用心服务每一位客户,因为我相信只有真正做到每一个细节都力求完美,才能赢得信任和认可。

As a mother of two, I know the importance of planning in order to achieve peace of mind. Therefore, I hope to help more people in similar backgrounds to plan and design financial blueprints for their different stages of life.

作为两个孩子的母亲,我知道规划对于实现内心平静的重要性。 因此,我希望能够帮助更多有类似背景的人规划和设计适合自己不同人生阶段的财务蓝图。

Choose me as your exclusive financial consultant. Clearly understand risks, manage wealth clearly, and enjoy life in a down-to-earth manner.

选择我作为您的专属理财顾问。 清清楚楚了解风险,明明白白管理财富,踏踏实实享受生活。

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