Gain Confidence in Financial Planning with 5 Basic Practices for Beginners

Kickstart your own Wealth Game Plan and avoid Newbie Mistakes when saving, investing and buying insurance

 

 

DATE:
19th Oct 2019

TIME:
10.30 am – 1 pm

VENUE:
6 Shenton Way, OUE Downtown 2, Level 8, S(068809)

About: 

This is a 2.5 hour program designed to help you understand the common mistakes in your personal financial planning and how to avoid them.

Typical Problems about Financial Planning Among Millennials:

  1. Want to start but don’t know how to start
  2. Lacking discipline in proper income allocation
  3. Lacking understanding in saving, investment and insurance planning
  4. Lacking experiences and role models in investing
  5. Misconceptions on their existing portfolios

After attending this program, you will learn… 

  1. How to build transferable wealth
  2. How to allocate the right percentages of your monthly income for savings, expenses, retirement planning, investments, risk protection etc
  3. Common mistakes people make in financial planning
  4. Common entry date investments to get started
  5. Pyramid of risk management
  6. How to understand insurance products (whole life, term, endowments etc)
  7. Decide which type of investments and insurance is suitable for you
  8. Create a customised wealth manual from the types of tools available

This program will cover the following topics:

  1. Building Transferable Wealth
  2. Monthly Income Allocation
  3. Wealth Accumulation
  4. Pyramid of Risk management
  5. Wealth Protection

Getting started is not as painful as it seems…

  • In addition, this program includes an additional follow-up service
  • An income and expense analysis planning exercise will be done to diagnose your financial health – basic liquidity ratio, savings ratio etc
  • This analysis will allow you to see if you are on the right track to be where you want to be.

This program is suitable for:

  • People who are not financially savvy
  • People who just started earning an income
  • People who are considering investing but don’t know how to
  • People who are looking to start their insurance but don’t know how to
  • People who are confused by so many choices
  • People who like to reduce the risk in their financial planning
  • People who want to learn about using their money effectively

This program is NOT suitable for:

  • People who like to self-manage their portfolios
  • People who do not prefer to have insurance as part of their wealth manual
  • People who don’t like to save
  • People who don’t like to plan for their future

Details:

Date: 19 Oct 2019
Time: 10.30 am to 1 pm
Location: 6 Shenton Way, OUE Downtown 2, Level 8, S(068809)
Cost: $10

If you are interested to attend the program, click on the button below to get your tickets:

Get Your Tickets Here  >>>

Speakers:

LEE MENG CHOE

Financial Services Director

SABRINA TAN

Financial Services Consultant

LEON LEE

Financial Services Consultant

Details:

Date: 19 Oct 2019
Time: 10.30 am to 1 pm
Location: 6 Shenton Way, OUE Downtown 2, Level 8, S(068809)
Cost: $10

If you are interested to attend the program, click on the button below to get your tickets:

Get Your Tickets Here  >>>