Why Financial Planning is IMPORTANT and POWERFUL!

💰HEALTHY CASH FLOW:

·      Make clear for you on your cash flow and net worth from your financial statement.

·      Make clear for you on your financial health-check. 

·      You will be advised on what you should do to improve your finances. 

 

🏠SECURED RETIREMENT:

·      Ensure you save an accurate amount of money in genuine products and platforms with a clear direction to achieve your financial goals.

.      Ensure you have a diversified wealth portfolio that suit to your objectives. 

 

⛑️PROTECT WEALTH:

·      Ensure you are well covered with suitable protection plans that fit to your current needs.

.      Ensure you have enough emergency funds to protect your wealth. 

 

🌈PROPER LEGACY:

·      Ensure your Estate and Legacy give to the right person, at the right time, for the right purpose through the right value.

 

Let’s Work It Out Together~ and make your financial planning an art piece! 

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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. 

 

 

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