#moneymaverick 6/8

Sep 12, 20197 min read

Investing is like Trying to Eat Chocolate... In the Desert

It's really hard. --- One of my favorite stories/life experiences is when I had to go to Australia for an army exercise. If you’re...

Sep 12, 20194 min read

How to read a Factsheet (for Beginners)

It's not rocket science, but it's not simple either. So. I had a few clients who admitted that they couldn't read the factsheet after...

Sep 12, 20195 min read

5 services you didn't know (but should expect) from your Financial Consultant

Well specifically from me, at least. When people say, ‘Financial Consultant’, ‘Wealth Manager’, ‘Relationship Manager’, ‘Financial...

1,038 views0 comments

Sep 12, 20196 min read

A Story of Wealth Creation, and Why Investing Isn't a Zero-sum game

ft. Some Simple Investment Concepts I recently got especially annoyed at someone who had been giving fairly bad advice. Maybe it was...

Sep 12, 20195 min read

6 Critical Illnesses You have ZERO coverage for - including Singapore's Top Killer (Part II)

Last week, I covered some of the ‘newer’ Critical Illnesses that were introduced to the Life Insurance Association’s framework in 2009....

Sep 12, 20195 min read

Looking at Where Debt Has Gone: A Review

For my friend Jonathan Loh. Talking about economics is not my forte, but a reader requested for my opinion on this particular article so...

Sep 12, 20195 min read

6 Critical Illnesses You did not realise You have ZERO coverage for (Part I)

These are otherwise known as the 'Underrated Claimable Illnesses'. I’ve been picking up a few older clients lately. But even with my...

Sep 12, 20197 min read

Not Salty, Just Honest - Debunking MoneyOwl on Planning

I had a engaging discussion on Unit Trusts with MoneyOwl CEO, Chuin Ting Weber, a week back so I was pretty thrilled to see the team...

Sep 12, 20197 min read

My Philosophy as a Financial Advisor and FAQ I get from Clients

My last two weeks were spent in confinement, i.e., Reservist and although it has not been great on work, it did provide me with time to...

Sep 12, 20195 min read

Clearing debts early for a "Peace of Mind" is Overrated - Here's why

A huge range of opportunities open up once you're willing to step out of your comfort zone. There's this line that's been bothering me a...