The Market Accumulation Portfolio - MAP 2012

Yes we are back again after we had acquired a good track record for the MRP (Market Recovery Portfolio) in late 2008. The MRP adopted a 10-month Dollar Cost Averaging (DCA) strategy to ride on the recovery market trend.

Now, for similar approach we have the Market Accumulation Portfolio (MAP) to help you to accumulate your wealth based on the current market condition.

Refer below for more information. (For iPad user, you might want to use Chrome)




Alternatively, contact us for more information.

As much as we would like to achieve extraordinary performance, I would like to bring to your attention that past performance of the portfolio mentioned might not be an indication for future performance. Moreover, the portfolio selected is based upon your risk profile, your attained age, your current financial situation, your ability and willingness to accept calculated risk. Risk is something you need to understand and to consider before committed to any investment program. Please take note that by doing nothing itself is also considered taking one form of risk. Thus it is important to know how risk and return interact and to understand what type of investments might suit your risk appetites. So contact us to find out which invested assets could help you to achieve your financial goals!


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The structure of our Fee Advisory Model (Coming Soon!)

We will be publishing the type of financial services you be expecting to receive from our independence financial advisory services. 

At that moment, we will also announce the cost that you are required to pay us for the arduous work we are going to work for you. There will be a list of services available that is relevant to your current financial situation. Various wealth management options are available accordingly to suit your financial welfare.

The basis of our fee structure is based on Transparency, Equity and Reasonableness. We practice Good Faith, Full Disclosure and Relevance Advice while serving our clientele to achieve their financial objectives.

Want to know more, stay tune to our Fee Advisory Model. Announcing Soon. 

We will be looking forward to serve you better. Thank you.

Who needs financial planning?

Need a financial plan? 
Who is it for? In "Financial Well-Being for Everyone", I've explained the process of financial planning and how one could benefit from it. Financial planning is not buying a product, it is a process how well one is able and willing to allocate their resources to achieve their financial objectives.

Take charge is the key in achieving financial success.  This is a common sUccess traits for those who want to be in control of their time and money. There is another group who values quality financial & investment advice. They are the Busy working professional. They do extremely well in earning their means and acquiring assets but have no time to manage their finance. They need someone, a competent financial planner who provide sound and timely advice. To monitor their financial progress, setting the yardstick along their financial journey and achieving them one by one. There is this group of people who want to be carefree and achieving their Financial Independence. Stability and preservation are their main concern. And, they have already accumulated substantial wealth to achieve their goal within 10-15 years. Different age groups required an unique set of solutions to cater to their financial need and based on my observation, I've listed the type of clientele whom I have worked with over the years.

• People in their 30s who are finishing student loan & credit car payments...
• People in their 40s who are saving for retirement and planning for education costs...
• People in their 50s who are saving for retirement and paying for university...
• People in their 60s who are "officially" retiring from work...

It seems that everyone need a financial plan.

2 ears 1 mouth... listen to talk, talk to listen?

Some reference questions which I have gathered and apply over my years in financial advisory...Feel free to add to this list. More could benefit from our sharing.

What do I want to accomplish with my life? What do I want to accomplish with my money? What is my number 1 priority? What are my top five priorities?

If I were now 100 and looking back, what would I Like to to have accomplished?

What's really important to me? What's important about money to me?

Where do I see myself in 5 years? 10 years? 20 years? at age 100?

What is my 100-year plan? What are my goals?What are the milestones in my life up tip now? What does financial freedom mean to me? What does success mean to me? Why am I here? What is my purpose? What is my mission?

If I could design and live my ideal calendar, what would it look like?

If I knew I had only six months to live, what changes would I make in my life?

If I knew I have only six months to live, what changes would I make in my estate plan?

If I could live my life over again, what would I do differently?

If I knew that I could not fail, what would I do?

If I had $1,000,000, what would I do with it? How would I want to leave it?

How much is enough? What is my exit strategy?

What are my primary concerns? What keeps me awake at night?

When I die, to whom will my family turn for advice? Who are my primary advisors?

What is the most important advice I could give to my children?

How do I want to be remembered by my children? My grandchildren? My favourite charity? My community? By society? If I were to be remembered for only one thing, what would I want it to be?

What would I like to accomplish as a result of developing a master action plan?

Who are the ten most important people in my life outside of my immediate family?

Where do I want my money to go?

How do I feel about the tax system in this country?

How do I feel about inherited wealth?

What is my investment philosophy?

Aside form my company stock, how would I rate myself as an investor?

What mistakes have I made as an investor?

The Fee Advisory Model

The fee advisory model that we adopt, 

aims to be clarity in our dealing with our clientele. 

We are transparent, upfront and cleared 

in our professional financial planning services.

    Do go through the presentation 

and if you are keen to find out more,  

we are always glad to share.

Click here to contact us for more information.

Fee Advisory Model on Prezi