Some Things Financial Consultants Might Not Have Quite Gotten Yet
Part of the reason I continue to have a job is because not everyone is as competent in the same area. Some people continue to dominate me...
top of page
ALL POSTS
Search
Maternity Insurance is an Absolutely Must – and Here’s Why
At the beginning of 2018, I signed an interesting woman – director level in her early 50s, with two kids. She was pleased with my work on...
On Teaching Financial Literacy to Kids and Giving Back
It’s only coming to a 3-year period, but my investing methodology and principles can hardly be called unsuccessful – at least, for now. I...
5 'Never' Rules I learnt from my biggest professional failures
It was yesterday. I was initially wrote a highly technical article with a comparison between an Early Critical Illness Insurance (ECI)...
Why having MDRT Matters – and why I’m going for it
It isn't just a career milestone. It was early 2018. I had won my first industry award the year before – it’s a small one, but it...
Shots Fired - March
I answer questions from clients, prospects and online 'PMs' about Early Critical Illness Insurance vs Multipay, why I Beat the Market and...
Money Maverick vs Providend
Debating Active vs Passive management, Term vs Whole Life and more. The first time I heard the name Christopher Tan was not a good time....
Are Fund Managers Unbiased?
They get paid either way, but... I’ve been thinking a lot about what 'unbiased' is recently. Especially after this recent article, where...
The Credibility a Stage Lends You
A Personal Review on Seedly’s Finance Festival by Money Maverick Like almost a thousand people (sold out at 1200, so could be plus/minus)...
7 Financial Lessons I learnt travelling 1900km to surprise my girlfriend for Valentine's Day
It’s 5am, 25th of February. I’m stranded in the airport in Bangkok as I’m typing this out. Money Maverick’s (limited) rep as a Financial...
My Financial Advisor Left Me, Why? What now?
Find the right one for you at Match.com. Uh, I mean - get a new one. ----- One of the fun things about writing again is figuring out what...
ILPs as a Retirement Solution?
As featured in IFPAS: Tuesday Times For the original printed article: https://drive.google.com/file/d/1cRpSD5YQTRucGhhItIuiVgy9VJS2k9CF/v...
The Matthew Principle: Why the Poor have Their Money TAKEN from them!
For the one who has will be given more, and he will have more than enough. But the one who does not have, even what he has will be taken...
CPF 70 Years Old? What does it mean?
The psychology behind this move and the 'L --- So. This happened. In summary, there was a big hoo-hah about the CPF payout allegedly...
An Earnest Conversation
A story and a message for everyone's financial new year. I got feedback recently that my stuff has been getting a bit too promotional....
Investing is like Trying to Eat Chocolate...in the Desert
It's really hard. --- One of my favorite stories/life experiences is when I had to go to Australia for an army exercise. If you’re...
Nobody cares about your money more than you…WRONG!
This started with a post on Seedly a few weeks where a contributor, Jiang Jun - shared his negative experience with losing $3600. In...
How to read a Factsheet (for Beginners)
It's not rocket science, but it's not simple either. So. I had a few clients who admitted that they couldn't read the factsheet after...
4 Reasons to purchase a Shariah Compliant Investment Fund
The structure is actually pretty awesome. It took 5 weeks to finish this book and understand the context of its writing, but it’s finally...
Are(n't) all Private Retirement Plans Terrible?
Or y'know. Not. So. There’s been a couple of articles about retirement plans, CPF and retiring recently, from financial blogs like...
bottom of page