How Much Does Care Cost?
Elizabeth (not her real name) aged 85, a widow since 20 years ago. She has no kids and she is living alone on a monthly pension income of RM1000, on…
Starting the Aging Conversation
Aging is changing. A big life changing. Guiding the clients through the challenges in retirement years is key to sustaining client-advisor relationship.
Financial Wonderland
Have you ever thought about what classic characters or lessons to learn that would make us excel in today’s financial wonderland? One of my favorite characters is Alice’s Adventure in…
Re-creating Paychecques in Retirement
Early in my career, I had a few prospective clients who are interested to do a financial plan ask me these common questions: “How much can I have per month…
Is Retirement History?
Is Retirement History? When I graduated from university in 1994, I had 4 goals: get a job, start a family, achieve financial freedom and eventually retire to a life of…
“New Retirement” conversations to have with clients
Retirement is changing. More people want to design their retirement on their own terms. New retirement conversations with clients must include both financial and non-financial issues.
3 strategies to get closer to your GOALS
Far up there at the peak of the pyramid are my highest aspirations. If you want to live a happy life, tie it to your goal, not to people or things.
Financial Planning Is Slow And Time-consuming. That’s Why Is Great-Part 2
Information is just a click away. Knowledge is free everywhere. The financial professionals are under increasing pressure to communicate and demonstrate their value in the client relationship over emerging approaches such as the robo-platform or DIY approach.
Financial Planning Is Slow and Time-Consuming. That’s Why It’s Great
Consumers who work with financial professionals and have a financial plan, feel better prepared to achieve their financial goals. They are nearly THREE TIMES more confident about achieving their life goals!
5 Common Work-life Balance Mistakes Financial Professionals Make
Work-life balance has been the holy grail for many of us for so long. Since the outbreak of the Coronavirus rollercoaster of emotions, work-life balance went up and down in tandem. Remote working has proved to be challenging as there’s no separation between workspace and home area — physically and mentally. Working longer hours has also become the norm.