Financial Planning Experts
How do we manage our monthly cash flow so we can achieve a surplus for savings and investment? In this session, you will learn the basics of financial planning and understand your cash flow management style through Robert Kiyosaki's Cashflow® game, an online simulation platform that's free to play. Gain real-life experiences through the game, …
How much savings will you require to retire comfortably in your later years? In this introductory session, we will cover the fundamentals of Financial Planning Analysis in an easy-to-understand way, while providing guidance as you begin to construct your life's Blueprint. By mastering this skill, you master your life. Register for free to reserve your …
Purchasing a property is one of the largest investments we make in our lives. In this session, we explore the two main reasons why people buy property in Malaysia: for personal stay and for investment. Depending on the reason, the factors to consider will differ as well. Personal Stay How much is the allocation for …
Buying a Property: Cost-saving Tips, Do’s and Don’ts Read More »
What is the secret to a happy, rewarding and worry-free life? Financial planning is a process that helps us achieve our long-term life goals by equipping us with skills to plan and save for our future plans, such as retirement. It allows you to make the most of your assets, and helps ensure you meet …
In this session, we will provide an overview of the types of risk we face, and insurance options available to mitigate them. We will cover the 3 main categories of insurance, and explore the common question "How much is considered well-insured?" through discussions of a few concepts. Register for free to reserve your slot: Register …
How many retirement baskets do I need to save up for my retirement lifestyle? What are the good retirement investment vehicles available? In this session, you will learn about the fundamentals of retirement planning, and the mindset needed when investing for the long-term. We will cover the concepts of compound interest, investment portfolio risk, and …
After I pass on, what will become of my estate and possessions? In this session, you will gain an overview about the asset transfer and inheritance process that occurs once we pass on. Even in death, our assets are taxable and subject to regulations. We will discuss options you may take ahead of time, such …
Financial Planning 101: Planning Your Estate and Legacy Read More »
In this session, you will gain deeper awareness of your mindset, preferences and behaviour through a number of assessment tools, and how that may shape your financial planning journey. Numbering Assessment test Career finding guide Register for free today
Our investments are our workhorses - by investing wisely, we allow our money to work harder for us. In this session, you will learn the fundamental thought process and analytical tools for good investment planning: The principles of investing Foundations before investing Pie-chart portfolio planning 5 questions to ask before every investment Risk profile assessment …