What Are Your Goals?

Marriage/
Starting a Family
Long Vacation
Children’s Education
Other Goals?

Why Plan?

No matter what your goal is

There is a very high chance that these goals cost money

Without proper planning, you may not achieve this goal of yours, and settle…

What you'll get

Here are the few benefits of hiring me to plan your goal:

 

I will help you to quantify your goal.

 

I will adjust the goal to it’s Future Value, taking inflation into account.

 

I will assess your current budget allocation and give recommendations if needed.

 

I will recommend the suitable investment / financial vehicle(s) to achieve this goal.

100% SIMPLE ยท 100% HUMAN

Warning: I will break down your dreams...

… and turn them into actionable steps.

Here’s how I can service you:
Step 1:

Drop me a message on Whatsapp by clicking on the link below. I will send you an information checklist to proceed further.

Step 2:

Schedule a meeting, online or offline. If you prefer to meet me in person, my office is in Bukit Jalil, Kuala Lumpur.

Step 3:

I will then calculate your goal based on our conversation and the information provided by you.

Step 4:

Next, I will show you some recommendations on the ways to close the gap, if any.

Step 5:

Now, you have a clear and definite goal that you can work towards!

PLAN GOAL NOW!

GOAL PLANNING

Work towards your Goal

RM 100 per session
  • CHOOSE ANY ONE GOAL
  • QUANTIFYING YOUR GOAL
    (INFLATION ADJUSTED)
  • ONLINE VIDEO CONFERENCE
  • 30 MINUTES