Planning

Sound Financial Consulting for all

The “Check Up”

Get in touch to understand your financial health & 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?

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.