Personal Information
Organization / Workplace
Singapore Singapore
Occupation
Making a Difference with Financial Planning
Industry
Finance / Banking / Insurance
Website
http://www.finexis.com.sg
About
Financial Planning is never about buying a Financial Product, but most people ended up trying to find the best plan with the best returns, best features and best deals. No matter how good a plan can be, it's hard for you to find the right match, if you did not go through a good financial planning process. In my opinion, I believe that financial planning is about making right financial decisions for your life.
In my practice as a consultant, I adopted the planning process known as Goals Mapping; it's a robust process that focuses on all your life's financial goals at the same time, and subsequently, mapping it along with your current and future cash flow projections. This process allows ...
Contact Details
Users following Ryan Yeo (Associate Director)