A financial product is only an instrument in your road to achieve financial freedom. The key to your financial well-being is in the actual process of planning for your future financial goals.

Just like how a medical doctor would assess a patient’s symptoms, pass a diagnosis and recommend a medical solution, as a financial doctor I help people see their overall financial health, recognise shortfalls and provide advice on appropriate financial solutions according to their unique situation.

Here is the 4-stage DPIR planning process I take people through:

Discovery – The initial stage is for us to get to know one another. This includes understanding your life goals, financial needs and gathering of key information for the Planning stage.

Planning – A range of financial planning strategies will be worked out to address your concerns. Here is when you will understand how proposed recommendations will suit your requirements. Clarification and fine-tuning of strategies is also done here.

Implementation – This is when we will put all strategies and recommendations in place.

Review – These regular meetings (at least annually) are to ensure everything is on track according to your plan and make changes where necessary.

Advisory Services

  • Cash Flow Management
  • Credit Management
  • Risk Management & Insurance
  • Investments
  • Retirement Planning
  • Tertiary Education Planning
  • Estate Planning
  • Planning for Business Owners

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