Peter The Planner

The guy that plans everything for you!

Entries for the ‘Learning’ Category

What type of saving plans suit you?

It had been some times since i last blogged. Recently i have been busy with both work and personal stuff but it has been very fufilling. Hence today decided to spend my rest day to stay home to write on my views towards certain financial planning matters. First of all, i like to touch abit [...]

Leave a Comment

Bank or Tied Agent

Recently i have my clients and friends asking me whether should they buy insurance products from banks or from me (tied agent)? Well personally i felt that the answer is the same as you asking yourself ‘Should you go directly to manufacturer to buy products or you should buy from a distributor’ Same things but different [...]

Leave a Comment

Where should you park your money

Taking the first step to make the choice to save is important. But it is only the stepping stone of many other crucial decisions that you have to make in order to accumulate more wealth. Last year, a Citibank survey showed that Singaporeans were equally likely to park their extra cash in conservative products as [...]

Leave a Comment

Reflection!

Hi folks, I’m finally back to blog! It’s been so long since I’ve taken the time to reflect. The past one whole month has been insane for me due to reservist, work and being overseas. Basically I don’t really have the luxury to have quiet time to myself and blog about my thoughts. That’s why [...]

Leave a Comment

Do you have a system in your life?

Hello guys! I’m finally been able to blog after being inside camp for the past 1 week. In case some of you don’t know, i have to go for my reservist for 1 whole month to attend CSM course. This course is meant to equip me with sufficient knowledge to know what to do during [...]

Leave a Comment

Choices

As i watched the people having fun partying at Clarke Quay area and the people whom i know are working hard and saving up for their future, i can’t help but to wonder the type of choices these people made every day. Choices that people make on a day to day basis affects the outcome in [...]

Leave a Comment

If you fail to plan, you plan to fail – Part 2

Another area to take note is Financial: Have you set up your own emergency fund? Are you able to carry on your life as per normal without working for 3 months? How many bank accounts do you have? How much coverage have you prepared for your loved ones? I couldn’t emphasize enough on the importance [...]

Leave a Comment

If you fail to plan, you plan to fail – Part 1

Happy New Year to all my readers! Wish every one of you have a prosperous Tiger year and good health in the coming New Year! Lately I have encountered a few people who shared with me about what happened to them because they never plan their things properly during these festive seasons. It really makes [...]

Leave a Comment

Buying insurance is simple but not easy.

In my line, I always tell people that having insurance is a must and it is very simple. But to some of my client, it seems to be a very difficult task. Eg: Some of the people that i met spent a whole lot of time thinking whether they should upgrade their basic medishield to [...]

Leave a Comment

Planning For Your Future (Relationship)

Have you ever asked yourself this question: Why do you need a partner?’ Just spoken to a friend of mine and she asked me this particular question which i thought that it was quite easy to answer but after hearing her version of answer, i was impressed. I told her that each of us will [...]

Comments (2)