Peter The Planner

The guy that plans everything for you!

Entries Tagged ‘Planning’

Do You Trust?

Do you trust the guy who do up your insurance portofolio? Do you trust that he/she has the best interest for you? Do you trust that you are getting the best out the the limited resources you  have? When it comes to planning, i am a strong believer of trusting the person who is supposed to [...]

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Writing for CPF board ‘Are You Ready’ Campaign

Hellow folks! It’s been almost 2 months since my last posts and i am deeply sorry about it. Many of my friends have asked me what happened and my reply was ‘No time’ But today i receieved an email which motivated me to want to blog more. I got an email from CPF board to [...]

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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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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 [...]

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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 [...]

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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 [...]

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Do you have a 10 years plan?

Lately i had the privilege of hearing from a lady who has been in this business for almost 20 years! Wah it was really long time and i thought that the wisdom that this lady was going to share would definitely going to add tremendously value to me. True enough, i have gained a few insightful informations [...]

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Is there a need for second opinion?

In life, many of us encounter this question in our mind. We will always tell ourselves that it is better to have a second opinion before doing something. Be it purchasing a car, buying a property, shopping or even what clothes to wear for dating, people will definitely seek for second opinion as they want [...]

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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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