SOMETHING ABOUT ME…
I’ve entered the financial industry at the end of 2007, right smack in the middle of the financial crisis and boy was it exciting.
Having gone through the full brunt of the crisis, I realized that if a person’s financial plans had been structured properly, the ride’s exhilarating.
Clients who have planned well are literally shopping for undervalued assets as if the supermarket was on sale!
On the flip side, those who have not protected themselves are hit by a heavy reset button on their net worth.
I SPECIALIZE IN…
Helping my clients Build Transferrable Wealth. This is a proprietary concept which is like the Holy Grail/Game Plan to financial planning.
You may get a glimpse at our webpage here.
As a fresh grad whom just started out, a married couple navigating with a new-born, a pre-retiree aiming to increase your passive income, or a retiree planning to preserve your wealth and legacy, there is the game plan for you.
Wouldn’t it be nice to have a game plan before you start a new level :-/