What You Will Learn In This Workshop?

Foundation of comprehensive Financial Planning | Insurance and Savings | Keys to identify Financial Gaps and Fast-tracked your life goals

  • Financial Planning made easy with Why, What and How to do it.

  • Identify Financial Gaps using a Proven Financial Planning Process Flow and Financial tools

  • Various Insurance and Savings tools that best suits your needs and lifestage

  • Understand the Importance of Financial Status Evaluation in terms of Asset Allocation and Cash Flow

Take Charge Of Your Own Financial Planning Journey In FOUR Days!

I have compiled my 15 years of experience in the financial service industry into 4 days! Take ownership of your finances and before you know it, you will be crafting the perfect financial plan for yourself and your loved ones! Here's what to expect: