ALL POSTS
My Guide to the CPFIS (Amended), Part II
Some additional, more general and necessary advice. Especially Point 2.
My Guide to the CPF Investment Scheme [CPFIS]
KK asked for investment strategies. Here they are.
How to Choose a Participating Fund (and a good savings, retirement or insurance plan)
If you're going to compare around, do it right.
Why I Got a Savings Plan For My Niece's Education Instead of Investing It
The most painfully honest financial planner you've ever met.
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...
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....
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...
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...
5 services you didn't know (but should expect) from your Financial Consultant
Well specifically from me, at least. When people say, ‘Financial Consultant’, ‘Wealth Manager’, ‘Relationship Manager’, ‘Financial...
A Story of Wealth Creation, and Why Investing Isn't a Zero-sum game
ft. Some Simple Investment Concepts I recently got especially annoyed at someone who had been giving fairly bad advice. Maybe it was...
Not Salty, Just Honest - Debunking MoneyOwl on Planning
I had a engaging discussion on Unit Trusts with MoneyOwl CEO, Chuin Ting Weber, a week back so I was pretty thrilled to see the team...
My Philosophy as a Financial Advisor and FAQ I get from Clients
My last two weeks were spent in confinement, i.e., Reservist and although it has not been great on work, it did provide me with time to...
Clearing debts early for a "Peace of Mind" is Overrated - Here's why
A huge range of opportunities open up once you're willing to step out of your comfort zone. There's this line that's been bothering me a...
Shots Fired - 06/11/18
Uncomfortable questions, even for a Maverick. I was at Reservist and it killed me not to be able to produce my own content or have more...
The importance of Early Critical Illness insurance and Why CI plans 'failed'
ECI insurance has a pretty interesting history. A 2008 study showed that only 5% of people who had bought Critical Illness (CI) insurance...
Her $6k salary is better than your $10k - Here's why
A critical viewpoint that helps you increase your financial and personal value. As a struggling student just a few short years ago, it...
When it comes to Insurance, Prioritise your Early Critical Illness Plan
The way I see Early Critical (ECI) is that it's a way of evening out the odds. As tech advances, the average Singapore life expectancy...























