Petronas Peers 3.0 Financial Literacy Month
We kicked things off with the the Drum Challenge — a fun way to land a serious point about investing:
👉 Getting the market right once can be luck.
👉 Getting it right consistently takes strategy and discipline.
Because trying to time the market is a game very few can win repeatedly.
We also discuss about:
Why knowing your risk profile really matters
How the right asset allocation should match who you are, not what’s trending
Common investment mistakes — especially the danger of chasing returns when everyone is greedy
Investing isn’t about predicting the market. It’s about understanding yourself, staying disciplined, and making decisions you can stick with over the long run.
Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs.
Spending time as a chartered accountant in the corporate world gave me perspective on the importance of financial planning for a company. Every company I worked with had an accountant or an army of accountants. This led me to wonder: why are there no accountants for your personal finances?
My clients seek my assistance for a comprehensive financial plan or on specific areas of personal finances that they are concerned with. Sometimes, it could just be as simple as understanding and making a comparison between products. My advice helps save time and money, but more importantly, it’s to prevent anyone from making costly errors due to a lack of better judgement. As an independent adviser, I am not tied to any financial institutions, which makes my recommendations impartial.
I put myself in your shoes to understand your perspective and way of life, so I can help plan, identify potential risks, and find the best solution for you.
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