People look for me for
Portfolio Consolidation
If you find that you are paying a lot for insurance and feel very lost in terms of what policies you bought, I can help you with a complimentary portfolio summary. In addition, I'll also inform you if you have duplicated coverage, outdated plans or are overpaying for insurance.
Protection against the unexpected
This is the boring part of financial planning where people tend to overlook. If you would like to make sure that you can still pay for your housing loans, car loans, kids can still go for tuition even when something unfortunate happens like major illness or a loss of a bread winner, I can help ensure you will be worry free should such an unpleasant event happens.
Mortgage Refinancing/Housing Loan
Retirement Planning
Many of my clients are worried about their expenses when they eventually stop work. If you also have this concern, I can help you to prepare a stream of income to cover your fixed expenses as well as your holidays at the retirement age of your choice (no, retirement does not have to start at 65).
Maximise your surplus cash to improve your quality of life
Many of us who have surplus cash would be looking for ways to generate a secondary income or minimally try to make our funds work harder for us. After all, additional funds would potentially mean we can reward ourselves with more holidays or pay off our liabilities faster. If you are looking for ways to grow your wealth, I specialise in helping clients to achieve the best yield for every dollar they put in.
If you find that the interest rate you are paying for your home is too much, perhaps I may be able to help you get a better rate. If you are looking to purchase a home, I can assist you in getting a competitive bank loan too!