Most people have a big gap between where they are now and where they want to be. This video is a quick example of how I can help you craft an effective plan as it shows you your goals clearly, the timeline and what’s your “Goals’ Number”.
I came a long way experiencing what a young adult might face when stepping into the world of Personal Finance. (click here for my past history)
I tried many types of investments, made mistakes, took losses, and made solid gains. However, it wasn’t a sustainable solution and I knew I had to do something about it. I was putting a big chunk of my net worth in investments and neglected other areas of my financial plan.
Things changed when I started to do a FINANCIAL HEALTH CHECK (see Specialties tab) and learned about ethical and proper LIFE PLANNING. All along, I thought I was doing well as I am quite a saver, have got insurance and my investment portfolio reached an all-time high (a lot of luck involved). But the fact was, I DON’T KNOW WHAT I REALLY HAVE 🤷♂️, WHAT I AM DOING IS NOT SUSTAINABLE🙅♂️, and that Insurance does not equates to Financial Planning.
Through proper LIFE PLANNING, I now have a clear direction and have actionable steps to take to reach my financial goals with peace of mind.
Fast forward today, I work with a team of professionals, and represent my clients’ best interests. I am passionate about what I am doing and would love to help elevate the quality of your life through proper planning. As a Financial Advisory Consultant, I do not represent any financial institution and therefore, I am able to provide unbiased advice and my honest opinion.
To know more about what I do, please click here.
Click here to know more about my story.
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