Confession: Why We Started The Building Transferable Wealth Philosophy

What is the meaning of my life?

It almost seems as if no one really wants to think about this philosophical question.

Is there a higher purpose to my being here on earth?

You see, being in the financial planning field, we’ve come face-to-face with this question so many times.

When we ask our clients when they would like to retire, (it’s a trick question by the way, you can read why here) not many have really taken the time to think about it.

And it goes further than retirement.

How Would You Like To Be Remembered?

A time will come when we all have to leave.

We do not know when that day will come, but if there’s one thing in life we’re sure of, it’s got to be this.

We have been guiding our clients for many years on the different aspects of financial planning to lead a comfortable lifestyle for some, for others it was a challenge to break out of their existing situations.

Yet we never considered what comes next.

It got us thinking.

Why do we put so much effort working day after day? Is it just to put rice on the table?

Or could our efforts lead to something even more rewarding?

Could a child suffering in a less developed country lead a different lifestyle with my help?

We would all like to make a difference in the world. But how many of us actually take the time to do just that?

It could be with volunteering work or donating to a charitable organization.

Or it could even be to give your family a better standard of living.

The thing is, it does require a plan to be put into action.

Our 4 Stage Formula

If you’ve seen our philosophy for building transferable wealth, you know that we have 4 key financial stages in mind.

Each of these stages are crucial to help lead to the end goal of making a difference for someone else.

Wealth planning does take time, in fact years, for you to reap the rewards of your labour. We like to use planting an apple tree as a metaphor.

You see, if you were to cut an apple in half, you could count the seeds inside. But could you tell how many apples might come out of those seeds?

It takes years for the seeds to grow into a tree bearing many fruits. Likewise, it will take years to see your returns.

But it starts with planting the seed in the garden today.

And our 4 financial stages is designed to help you follow a systematic approach towards your end goal.

Reaping baskets full of apples for many to enjoy.

For this, we urge you to begin building transferrable wealth, if not for any organization or funds, build a wealth that lasts for your loved ones. And continue to make a difference.

So share with us, how would you like to be remembered?