Peter The Planner

The guy that plans everything for you!

Entries Tagged ‘financial planning’

Are you in this situation?

When you have a newborn at home, i’m sure you are very happy and getting busy the whole day trying to make sure your baby don’t cry. So when everythings are settled down, suddenly you realised and become worried about the upcoming bills that may fall upon you because of this lovely child. Are you [...]

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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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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 [...]

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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 [...]

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