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Buy NowFrom the age of 5, my childhood ambition was to become a teacher. After seven fulfilling years of shaping young minds and instilling values in primary school children, I transitioned into the finance industry. Despite the change, my core belief in education remains unwavering, now focused on the realm of FINANCIAL EDUCATION.
Seeking a happy life is a universal pursuit, often manifesting in our work, relationships, health, and wealth. This quest frequently involves decision-making, guided by fundamental questions:
Reflecting on these questions has been pivotal in my own decision-making journey and has guided many clients, who have become good friends, over my 13-year career in this financial planning journey.
Financial planning extends far beyond the realm of the wealthy; it's not merely about calculations or product comparisons, tasks easily handled by robo-advisors. True financial planning begins with a reflective journey, where we delve into your dreams and aspirations, setting meaningful goals. Only then do we assess your current financial standing, manage your finances, and craft a plan to realize those aspirations.
If this resonates with you, let's connect to make decisions together that your future self will truly appreciate.