WOULD YOU LIKE TO HAVE A DONE-FOR-YOU RISK MANAGEMENT PLANNING AND INVESTMENT RESEARCH THAT CAN HELP YOU GROW YOUR WEALTH SAFELY AND CONSISTENTLY WHILE SLEEPING WELL AT NIGHT WITHOUT SPENDING TOO MUCH TIME AND EFFORT?
We specialise in assisting and working with Aspiring and Beginner Investors to:
- Identify and evaluate suitable options to protect, grow and accumulate their wealth securely.
- Ensure that they accumulate wealth without worries and are able to sleep well at night.
- Build wealth safely instead of tackling volatility head on and riding on an investment roller coaster.
- Free up their busy schedule by allowing access to our done-for-you research and strategy to fast track them to become financially stress free.
We know that most people faced these issues…
Despite spending a lot of time and energy monitoring the news and charts all the time instead of being with loved ones, they still end up losing money.
Not passionate about financial concepts and topics but still have to constantly force themselves to think about financial decisions.
Does not have the expertise and always end up lagging behind or missing out on opportunities because they follow others without a system in place.
If any of those speaks out to you, click the button below!
THIS IS NOT A GET RICH QUICK SCHEME
We are not offering any MLM, Forex, ETF investing, Savings plan or any non-regulated financial products. We provide research and insights of asset allocations whereby you will enjoy:
HAVING ACCESS TO UNIQUE INDUSTRY SECTOR, GEOGRAPHIC REGION AND ASSET CLASSES FROM THE REST OF THE WORLD
CONSTRUCT YOUR RETIREMENT PORTFOLIO WITHOUT SACRIFICING YOUR TIME AND EFFORT.
EXCLUSIVE ASSET ALLOCATION STRATEGIES TO GROW AND PROTECT YOUR MONEY
INCREASED DIVERSIFICATION OF RISK WITHOUT HAVING TO INCREASE YOUR CAPITAL
This Is Not For Everybody
We would like to focus on helping out Aspiring and Beginner Investors who are a suitable fit as follows:
- Want and need assistance to systemise setting aside money for monthly investment
- Willing to take on some risks and know that wealth accumulation is for the long term
- Someone who is open minded and willing to learn
WHAT OTHERS LOVE ABOUT US
The 1 hour webinar session was definitely an eye opening experience for me. I have always wanted to start my own investment journey but do not know what to look for, where to start from or the time to do my own due diligence and… research. Attending this session did provide me with some of the insights about their strategies and asset allocation, so that returns can be maximise while risk can be mitigated. After hearing the webinar, I would definitely recommend people who wants to start investing but have no idea where and what to start with, come hear out this webinar that they share. It’s definitely time consuming to do your own research, and definitely would recommend that it’s better to place that trust with a proper financial adviser, who have a team of fund managers constantly managing and monitoring your portfolios. Read more “An eye opening experience for me”
Nathanael Ang
It’s pretty good experience through this investment platform I learn a lot and the person is very patient with the explanation that I need to know. They give the suitable advice to what I looking for and needs in the life that I looking for.… Thanks a lot guys really good investment area they offer a lot of platform to suit your needs. Will recommend them to people I know who are interested to invest. Read more “Suitable advice to what I’m looking for.”
Low Meng Li
She is nice, honest, easy to communicate, always ready to help and always take proactive actions to assure her clients. I recommend to people who are looking forward to work with those who are dilligent, honest and proactive. I am pleased to know, you have… all. Thank you! Keep up your good work! Read more “Dilligent, Honest and Proactive.”
Barun Sharma
I like how the plans were broken down and how they work. I understood where I can better finance and allocate my income and savings. Compared to past experiences, there are a lot more details as to how money can be better allocated. More transparency… compared to others! Read more “More transparency compared to others!”
Kenneth Chan
Excellent financial plan that helps me to achieve my financial goal and allows me to retire without worry. Professional consultant is approachable and has a great analytical skill. Worth it!
Carlyn Cheng
Actually this is my first time learning how the investment work. Serena, gen was really very patient to share more how the investment work. And I feel that is safe and easy to understand and gain more confidence when come to investment.
Anna
I got to know how investment works and how it will help in financial planning. I also understood the products and needs. Compared to past experience, the planning of cash flow is more thorough, which helps me to see where my money goes and how… to better plan for it. Also, no hard selling. Read more “The planning of cash flow is more thorough.”
Kaylee Tan
Serena and Gen shared their knowledge about investments and it was a very informative session. I got to understand more about investment, the returns or losses. One take away statement ‘Investment is a game of patience’ stood out to me as it was about learning… how to wait and know the market before investing more or less. As it is a small group session, it gives me time to ask questions as well and they were able to share more about themselves and their company. A good platform for those who are interested to know more about investment here. 👍🏻 Read more “‘Investment is a game of patience’”
Joyce Lee
Questions?
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HERE'S WHAT'S IN THE BONUS PACK WORTH $197...
BONUS #1:
MORE BONUS RESOURCE CHEATSHEETS
There are so many aspects to finance such that reading just 1 book about it isn't going to be enough.
By covering on the psychology aspects and the strategic aspects of finance, you would definitely be in a better position to make an informed financial decision than before.
These resource cheatsheets are each less than 30 pages of bite-sized but impactful summaries that can convey the key points and actionable items to you effectively without boring you out.
BONUS #2:
FINANCIAL CHECKLISTS
Are you as financially fit as you thought you would be?
Is the health of your financials red, amber or green?
Are you in the right position to be taking up more financial commitments? Or should you wait a little longer and save up more?
By assessing your goals, family, health, money and future, this checklist lets you know whether you are financially healthy or you require professional help.
BONUS #3:
A LIST OF MUST WATCH INTERVIEWS
Uncertainties everywhere!
How should an investor navigate such financial market?
This list contains meticulously handpicked links to video interviews that we think will be the most relevant in today's market.
On top of the links provided, there are also main takeaways summarised for you for each video.
Topics include understanding why the financial market is behaving in such a way, which asset classes are involved in the capital flights, how to invest in a post pandemic world and many more.
FAQ
Are we selling a software?
No. We provide financial advisory services on various financial portfolios.
How long and how much should I invest?
Everyone's financial situation is unique. Therefore it will be evaluated after a financial needs analysis has been done.
What would be covered in the session?
A financial needs analysis will be done. Understanding of your investing objectives and style. Identifying the gap in your portfolio.
With all that sorted out, we will provide you with our done-for-you research as well as a tailored solution.
We emphasize that the quality of our advice is based on your discretion. To ensure that you get the most out of the session, we practice transparency and confidentiality to build trust between advisors and clients.
Do we need to pay for the 1-1 clarity call?
No. It is complimentary to ensure suitability for both advisors and clients before potentially working together.
How do we earn?
We earn when you choose to engage with the solutions provided by us.
What's the catch?
By reviewing your portfolio with us, it enables you to optimise your portfolio and keep up to date with the changes in the market.
We aim to provide financial transparency so that people can learn about us through word of mouth and engage us when they are ready.
We believe what goes around comes around.
What if I don't take up the solutions?
It is non-obligatory and we would love for you to engage our services when you're ready.
We also understand that a financial commitment is a long journey, as is a marriage. Just like how you wouldn't marry everybody you went on a date with, so do we. We value a great match as well. 🙂
Who is it suitable for?
- Individuals and couple planning for various milestone in life such as marriage, first property, child's education, subsequent properties, launching of business, retirement, estate planning,etc
- Busy working professionals who do not even time/lazy to manage their portfolio.
- Investors who wish to buy more time and are looking to outsource the technicalities to professionals.
What if I don't know how to invest?
People who are new to investing, it is the ideal place for you to kickstart your investing journey as we provide learning platforms and a community for a safe space to learn and grow your money at the same time via regular monthly webinars during the Covid-19 pandemic, and physical events when the pandemic is over.