Providing Clarity Behind The Numbers Of Your Plans
While everybody inherently understood the importance of financial planning, very few of us know how to go about to plan for our own finances due to the common pitfalls:
Lack Of Awareness On What To Focus On
as a result of the lack of information and technical know-how to go about crafting a suitable financial plan.
Conflicting Methodology & Information
as a result of the general tendency to seek advice online from a public community that may have different beliefs and values towards money management.
Putting It Away For Too Long
as a result of the lack of time to properly sit down to think and pen down your expectations and plan for it.
As a result, most Singaporeans end up placing too much emphasis on financial products instead of understanding how these products fit into our financial plans to provide us with the performance we need to achieve our goals.
As a Certified Financial Planner, here are some of my previous work in helping my clients understand the numbers behind their financial plans and expectations so that they have the clarity as to what they need to focus on next to achieve their goals.
Budgeting, Tax & CPF Planning
Marriage & Property Planning
Children's Education Planning
You're in the safe hands of a Certified Financial Planner
"I’ve engaged Daniel to plan out my finances and I would highly recommend his services to anyone who needs a trusted advisor. Daniel is professional towards his recommendations; he focuses on my needs and interest instead of hard-selling products."
"Daniel is a true professional in the field of insurance and financial planning. Having used his services to help manage my life insurance policies and premiums, I can attest that he is highly knowledgeable in the products that he offers and is flexible enough to cater to your individual needs and financial constraints."
"I've known Daniel for 5 years and became his client last year. He meticulously crafted a portfolio for my insurance and savings that was catered to my current financial situation as well as my future plans. There was no hard selling, he was transparent with his selection criteria and allowed me to weigh in my opinions."