Our very First Initiative... Seminar/Workshop Just for You.

The training room was packed with our financial consultants who are excited with the new initiatives. It's going to be a treat for our client. As illustrated by the brochure above, we will be launching a series of Retirement Seminar together with the Will Writing Services. In addition, we have launched some exclusive products with you in mind.  Check with me for more details.

AT the same time, 

we would be running a series of financial literacy workshop.

Some available topics of interest....

[1] Let's Retire Rich - Happy, Healthy & Wealthy

[2] Know your financial numbers 

[3] Insured the Under-insured,

[4] Divest to Invest

[5] Ways to improve your financial advisory practice

[6] Wealth Succession & Distribution

[7] Smart Kids need Smart Parents.....etc.

Do check out the various link for more information.

If you have a group of family members, friends &/or colleagues (>10 pax), 

we could arrange to conduct the workshop at mutual convenience.

Should you have any specific topic in mind, we will do my best to match your request.

For more details, please conduct Chew Hock Beng @ +65 9389 7195.

Unleash The Power Within!

A great wise man once told me about the 4 important physical law, i.e. the law of force.... and the power within....

The power within.... Unleash It! on Prezi

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 Personality Profile of the Avengers

I have pick up 4 SuperHeros to describe the D.I.S.C. personality profile.

Make a guess who fits into their respective profile.

Robert John Downey

Edward Norton 

The Avengers

Chris Evans

Chris Hemsworth

Methodology of Financial Coaching.

Create your own mind maps at MindMeister

Searching for a financial coach?

Chew Hock Beng on Prezi