Planning
Sound Financial Consulting for all
G
Fresh Graduates
M
Newly Married
P
Young Parents
I use a one-to-one approach for wealth consulting
1
GET IN TOUCH
The “Check Up”
Get in touch to understand your financial health & concerns.
2
HEAR YOUR CONCERNS
The “Diagnosis”
What are your pain points that’s stopping you from achieving your goals on your own?
What can help you achieve your goals faster and better?
3
TAKE ACTIOIN
The “Prescription”
Take realistic actions towards your goals. I’ll advise on every steps & journey with you.
I don’t believe in haphazard planning and pushy salesmanship that’ll affect the quality of clients’ portfolio & may not be beneficial for clients.
Why I’ve been successful for 12 years is that I take a sincere and patient approach to my clients’ needs and tailoring the plan for them.
This is because I know doing a good job would naturally bring me referrals and attract the right kind of clients.