Legacy Planning – When should you use “3-Generation (3G) Insurance Plans”? According to Investopedia, Legacy Planning is a financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death. These affairs are usually organised by a Financial Advisor. If we begin with the end [...]
Making Sense Seminar: AN INVESTMENT IN KNOWLEDGE PAYS THE BEST INTEREST 6 APRIL 2018 “A child’s life is like a piece of paper on which every person leaves a mark.” ~ Chinese Proverb Every parent wants to provide the best for their child, grooming them to bring out [...]
Making Sense Workshop: HOW TO BE A GOOD FINANCIAL MUM AND DAD 17 MARCH 2018 Our mission statement in GEN is "Impacting GENerations" for financial planning is not about one generation but generations after generations. You can impact generations whether you have children or not but for those who [...]
Making Sense Workshop: HOW TO BUDGET MY WEDDING 17 MARCH 2018 A thousand well-wishes for your upcoming nuptials! At GEN, we understand that wedding planning might get stressful. After all, paying lunch or dinner for your thousand well-wishers is no small feat. In this workshop, our experts are [...]
In this Issue... PIAS Investment Outlook Q4 2017 Diversified multi-asset: using lowly correlated assets to achieve a return target How to Retire Early: 5 Essential Strategies You Must Adopt PIAS Awards & Accolades Click here to read more...
4 Parts to Financial Management Successful People Never Avoid Taking a little time to manage your money better can really pay off huge. It can either help you to stay on top of your bills, or even to help you save $5,000 more each year, in which you can use these extra savings to pay [...]
Women Who Are Single – How different should your Financial Planning be? After over a decade of service as a financial planner, I have developed a group of women clientele who are single. As the clientele of such profile grew in numbers, my appreciation and understanding of their unique financial situation has grown as well. [...]