Helpful Financial Tools in our Resource Center

7CAPITAL Resource Center provides some useful spreadsheets to help you in understanding your personal finance. This mind map tool provide direction and could lead you to spreadsheets that might be applicable to your situation. Side by side, explanation notes & illustrations, which is linked within my blog, helps to explain certain financial planning concepts. Hence, this would lead you to understand your current personal financial situation so that you could arrive your ultimate financial destination "safe & sound'. The available tools would determine how you are going to achieve your financial goal. BTW, going through the financial planning process required your conscious discipline, as my coach once told me, "Hock Beng, we can't build muscles by lifting feathers."

Do come back for more as I would be updating this mind map as whenever new stuffs (tools, applications, illustrations, templates) are ready and available for your references.

I hope that this reference would truly be a helpful resource for your personal financial well-being.


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Methodology of Financial Coaching.

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Your Opportunities Begin Here with 7CAPITAList!

Create your own mind maps at MindMeister

iFAćè = Independence Financial Advisory Career Enhancement Programming

iFAćè is the "independence financial advisory career enhancement" program. It aims to equip financial consultant with the know-how and to create a unique service deliverables for their clientele base. It help to foster adviser-client relationship and assist their clientele to achieve their financial objective in a most effective way, based on our independence platform. iFAćè aims to train IFAs to be ćonfidence &  ènthusiasm. Most importantly, it mission is to equip every financial consultant to Challenge every cases with Empathy!


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How an iFA be trained.

Mission.Vision.Goal.

As a devoted Manager, I'm constantly sourcing for the person with the right attitude to join our profession. I'll trained to ensure their competency to serve with integrity. I'll do my utmost best to retain the finest Financial Consultants to serve the community. In addition, I'm also committed to serve my clientele as a financial planning practitioner providing sound and timely advice.

As devoted and committed to the profession, I'll strived to assist families in identifying their stewardship responsibility to enhance True Wealth Management by creating unique systems, strategies and structure for family and financial empowerment with ongoing accountability to enrich quality of life without giving up choice and control.

The True Wealth Concept is built upon on 4 important values, i.e. Clarity, Balance, Focus & Confidence. These empowered me to assume the role of a "Certified behaviour Financial Coach" ( CbFC ) to coach every well-being to Understand assets, to Optimise assets, and to Seek True Wealth to uphold é human capital, é intellectual property, é financial assets, and é family values.

With this amazing tool, PREZI would illustrate my mission, my vision and my goal in this financial advisory profession.

7capitalist on Prezi

If you share my view & we have something in common & you are inspired to excel in your life with a strong aspiration to serve the community passionately, I welcome you to walk this journey with us, join us as 7CAPITAList, Together wE can Achieve More as a TEAM.

As the saying "Per Aspera Ad Astra . Are you willing & able?

The Five Pillars of Wealth!

Transformation of the 5 Pillars of Wealth on Prezi

My Beliefs. My Principles. My System.

In addition to my strong belief, my guiding principles, my robust system, I could like to explain my planning process which I call it "H.E.A.R.D."

More often than not, people want to be heard and once they have been heard, they will want to hear from you more. Thus we could delight our clientele and "heard" what they have to say and not to "hurt" them for not achieving their goals during the process.

In a nutshell, "HEARD" is a financial planning process to provide a path to construct client-adviser relationship, a mutual agreement to work hand-in-hand for the long haul. Since financial planning is not just about getting a product to have a quick fix, it is a long, tedious and can be quite trying at times, to build trust based on long term mutual commitment on both parties.

Let's this prezi presentation to illustrate my point further.

Chew Hock Beng on Prezi

Searching for a financial coach?

Chew Hock Beng on Prezi

What are your financial objectives?

A key to successful financial planning is to identify your personal objectives, so that you are better placed to achieve them. The following objectives are some which my clients are aspired to achieve.
Which apply in your own case?

• INCREASE my net spendable income
• IMPROVE my quality of life
• SAVE tax (including income tax, capital gains tax and inheritance tax)
• INCREASE the return on my investments
• SAVE money by using it effectively
• INCREASE my expected income in retirement
• GAIN peace of mind by feeling financially comfortable
• REDUCE paperwork
• IMPROVE my insight into present and future values of my pension schemes
• INCREASE my financial security
• REDUCE time spent worrying about my financial affairs
• ACHIEVE financial independence
• IMPROVE my business performance
• SAFEGUARD my family and dependents
• IMPROVE the organisation of my financial affairs
• INCREASE my financial awareness
• REDUCE personal, business and investment risks
• INCREASE the net amounts I give to charity

Any interesting financial objectives to share?

Be S.M.A.R.T. in setting your financial goals

It is not good enough to know what your financial goals are.

Financial goals need to be "S.M.A.R.T."!

Set it by clearly defined what you really want to achieve it by being Specific.
It is wise to convert all your financial goals to "dollar and cents" for it to be tangible and Measurable so that you aware of how much you can work on it. Of course, the goals you set need to be Achievable within your financial means and desires. More often than not, we tend to set high goals for ourselves. However, I feel it's always good to set a Realistic goal; something you are capable of achieving it, something that you will be going to be proud of. A goal without having a Time frame is like living without urgency. How much time you need to arrive your financial destination will determine the quality of lifestlye you get to enjoy your fruits of labour.

To make sure you arrived your financial destination safely, placing appropriate yardstick along your financial journey is great importance to ensure that you are always on track.

With proper goal setting, you can achieve your goal SMARTly!