FINANCIAL and MEDICAL Health Check are EQUALLY Important
💡The world has been suffering from the pandemic, and the awareness of financial planning has been increasing, many people started to realize how important financial planning has been done properly in the past…
➡️Financial planning involves:
🎯Financial Stability.
🎯Asset Protection.
🎯Wealth Accumulation.
🎯Wealth Enhancement.
🎯Proper Estate Planning.
➡️Licensed Financial Planner gives advice and solutions to ensure:
✅ Your cash flow is healthy.
✅ You pay an insurance premium that is best suited to your needs.
✅ You are having a well diversified investment portfolio.
✅ Your estate will be distributed according to your wishes.
✅ You are able to achieve your financial freedom.
➡️Hence, WITHOUT caught in the situation of:
💡Over commitment of expenses.
💡Over paying unnecessary insurance premium.
💡Over investing into too risky assets in the same basket.
💡Hand over your estate decision to the government.
➡️The KEY FINANCIAL PLANNING is to advise you to:
🧮 Maintain a Budget.
💰 Keep an Emergency Fund.
⌛️ Save for Short-Term Needs.
⛱ Risk Management.
📊 Investment Planning.
⏳ Education & Retirement Planning.
📝 Estate & Legacy Planning.
So, have you experienced a FINANCIAL PLANNING before?
Let’s connect 🤝 to share and explore your experiences and goals together!
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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.
Published By:
Bette Ooi
Registered Financial Planner since 2018. Passionate in Financial Planning:
– To Ensure You Secured Your Retirement Funds.
– To Preserve and Enhance Your Wealth with Risk Management.
– To Protect Your Wealth, Ensure Your Money Is Always Safely and Stayed With You And Family.
My Principal is providing a “PASS” in your financial journey | Persistency, Accountability, Sincerity, Sustainability.
