Our Lives Can Change in the Blink of an Eye
Brunch treat by my client who has been with me since the beginning of my journey as a life planner
I really appreciate ALL his support – from his personal to his company needs
He’s more than just a client—he’s someone I deeply care about
He’s LIFE CHANGED OVERNIGHT at the young age of 54 after a STROKE
He has been dealing with limited mobility since, had to stop work as a CEO and move into a nursing home
The financial stress was so overwhelming that he contemplated taking his own life and confided in me about it
I was in panic mode as I have lost 2 clients due to sucide without noticing the signs
I calmed myself, sat down with him to go through all his finances and liabilities and showed him exactly how long his money can last
After seeing the numbers and understanding that he can live comfortably, I saw a weight lift off his shoulders
He now has peace of mind
Today, fast forward 4 years later he wanted to treat me for all the support that I have rendered
*SOMETIMES, PEACE ISN’T ABOUT HAVING MORE
—IT’S ABOUT KNOWING YOU HAVE ENOUGH*
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:
Sylvia Martin
Being always interested in personal finance and attracted by the fulfilment of a meaningful career, she joined the financial services industry with the mission to make a difference and add value to everyone whom she encounters.
In her pursue of her passion to provide financial peace of mind to her clients so that they can live in peace, she emphasized on Personal Financial Planning.
She positions herself as a “Financial Doctor”, starting with understanding her client’s concerns and needs by doing a Financial Health Check (Diagnostic).
She has 20 plus years of experience and has handled many situations while planning and advising for more than 1,000 families.
She strongly believes that everyone should consult a competent Independent Financial Advisor before embarking on a major long term financial decision be it…committing to an insurance, investment or trust.
She believes in educating to our next generation on how to manage wealth so that our wealth can last for generations. She advocates LIFE PLANNING in the bigger picture and believes in a win win relationship by working hand in hand with her clients on a long term basis
