Peter The Planner

The guy that plans everything for you!

Entries Tagged ‘insurance’

Funding Options For Your Kid

Recently a lot of my clients have been asking me about how they can go about planning for their child’s future education costs as they are quite worried about not having enough to save. Well in my opinion, first and foremost is to start planning early with a small amount. Being early has alot of advantages due [...]

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Hierarchy Of Insurance Needs!

People often mistaken that saving and investments are the most important things in their life and they spend a lot of time and effort in looking at these areas. However what they never realised was that no matter how much they can accumulate their wealth but once something bad happened to them, all their money [...]

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Getting out of comfy zone?

Recently i have been doing a lot of interviews with many people where mostly are graduates. There is something that i realised the difference between fresh graduates and working adults. What i am refering over here as working adult are those that have been working at least for two years. Normally during my interview i [...]

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What A Busy Month!

It has been so long since i last updated. I have been very busy with my recruitment drive this year. On top of that, there are some death & accident claims that i have to attend. All these are making me going office at 10am and reaching home at 11pm! Although it has been very hectic but i’m enjoying every [...]

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Key Questions To Ask Before Making A Decision!

    15 key questions to ask the adviser before you say ‘yes’ to buying a product: 1 Why do you say this product is suitable for me? Are you getting high commission from this policy? 2 What type of product is this? For example, is it a life insurance policy, unit trust or structured [...]

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Is Your Job Secured? – Citi Group Cut Jobs!

In yesterday news, Citi Group decided to cut down the number of worker by as much as 52,000. In current financial turmoil, all companies regardless big or small are all cutting down their operating costs. As a result, people are living in fear of whether when is their turn to have a pay cut or [...]

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Important Areas In Family Planning – First Things First

At any time, we should stay focus on the importance of protecting our health and income. Firstly, we should ensure that we are covered by hospitalisation plan, e.g. private shield plans offer by many insurers such as NTUC Income, Prudential, Great Eastern. You can use CPF Medisave to pay for the main plan, and you [...]

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