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

19th Oct 2019

10.30 am – 1 pm

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


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:

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

After attending this program, you will learn…

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

This program will cover the following topics:

  • Building Transferable Wealth
  • Monthly Income Allocation
  • Wealth Accumulation
  • Pyramid of Risk management
  • 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


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:

Eventbrite - financial planning

Your Speakers:


Financial Services Director


Financial Services Consultant