Peter The Planner

The guy that plans everything for you!

Entries for the ‘Learning’ Category

More and more people are AWARE…

More and more people are aware of the NEED TO BUY INSURANCE first! =) I’m so happy to be always meeting people who likes to put their priority as protecting their wealth rather than accumulating. This makes my job really much easier and more meaningful. So what are the top few concerns that most people [...]

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Feb Theme: Are you suitable for Term or ILP

Lately i have been asked many questions on whether term insurance or investment link plan is better. I seriously have no concrete answer for them because it really depends on a couple of factors in my personal opinion. Types of factors that need to be taken into consideration: 1) Will you be able to achieve [...]

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Random Chat – Discipline

In my recent badminton session, my friend was asking me on how come i’m so serious in playing badminton and keen on practising to be the best i can even at this age. It is not as if i am playing for competition anyway. This has brought me to ponder upon why there is a [...]

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Random -quote

**It’s ok to have a unrealistic goal so long you have a realistic plan!** Just got back from my agency goal setting and this was what struck me the most as I finds it so true! This will be something that I will always tell myself when I want to dream big from now on!

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Dec Theme: Are you sheltered?

December is a time for celebration for most of us where the majority of us will be spending money, buying gifts for our loved ones or going for short trips. It is also a season whereby we leave the house each day wondering whether or not the skies will open on us and if it’ll [...]

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October Theme: Consistency

Enough has been said about all kinds of financial planning or products available in the market. However does one sit down and reflect that despite all that has been said, somehow, all of the knowledge just doesn’t seem to do any good or make any change in one’s life? As with any other aspect of [...]

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Sept Theme: Back to Basics

In my recent appointments with my new clients, I realized that many of them are really in need of proper financial planning simply because most of them are lacking the basic foundations of saving. What I mean is that more often than not, they don’t know how to save money in a systematic way and [...]

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Who limits OUR potential?

Recently i just spoke to a friend of mine and she talked about this issue that i personally find it quite inspiring and i like to do a short sharing over there. Just some background about her: She is a christian and has been quite a faithful child of God. In her life, she has [...]

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July Theme: Shifting of mindset towards money (Part 2)

For my second part, i am going to share with you the methods that i used to shift my relationship with money as i believe that it’s crucial to have positive attitude towards money if we want to have a great income and be financially free. First of all, we must tell ourselves that there [...]

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July Theme: Shifting of mindset towards money (Part 1)

Hi there! Its been again quite long since i posted here. Recently i received couple of feedbacks telling me that i should come up with a theme on a monthly basis so that i can keep my readers coming in. Well that was an excellent feedback and to be frank, it has been back of my [...]

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