Money MaverickDec 13, 20185 min read5 services you didn't know (but should expect) from your Financial ConsultantWell specifically from me, at least. When people say, ‘Financial Consultant’, ‘Wealth Manager’, ‘Relationship Manager’, ‘Financial...
Money MaverickDec 5, 20186 min readA Story of Wealth Creation, and Why Investing Isn't a Zero-sum gameft. Some Simple Investment Concepts I recently got especially annoyed at someone who had been giving fairly bad advice. Maybe it was...
Money MaverickNov 15, 20187 min readNot Salty, Just Honest - Debunking MoneyOwl on PlanningI 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...
Money MaverickNov 13, 20187 min readMy Philosophy as a Financial Advisor and FAQ I get from ClientsMy 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...
Money MaverickNov 6, 20184 min readShots Fired - 06/11/18Uncomfortable 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...
Money MaverickOct 23, 20184 min readThe 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...
Money MaverickOct 21, 20184 min readHer $6k salary is better than your $10k - Here's whyA critical viewpoint that helps you increase your financial and personal value. As a struggling student just a few short years ago, it...
Money MaverickOct 13, 20186 min readResponse to Budget Babe's Open Letter: Probably kinda sorta right...So. Budget Babe recently released an open letter to insurance agents. It was about as well-received as you can expect; she’s a much...
Money MaverickOct 5, 20183 min read#FinancialFriday - Do you actually know why you are getting insurance?How many insurance policies do you have? I've met many different types of clients throughout my career as a Financial Advisor (FA). One...
Money MaverickSep 19, 20184 min readDo you know if you can handle these 4 psychological problems of BTIR?When it comes to investing and insurance, a concept you've likely come across is Buying Term and Investing the Rest (BTIR). BTIR is a...
Money MaverickSep 4, 20184 min readHow to Bag Yourself a Top Insurance Agent in Singapore Choosing someone amongst the thousands of insurance agents available in Singapore is not an easy task. Who do you choose? Do you pick the...
Money MaverickSep 3, 20184 min readIs an Investment-link Insurance Good or Bad? A breakdown of 3 ILP misconceptionsIt’s a vicious cycle for investment-linked policies (ILPs). Many online articles misrepresent them and financial agents don’t want to...
Money MaverickAug 15, 20185 min readHow to Recognise (and Avoid!) the Ugly ILP Time BombInvestment-linked policies (ILP) combine insurance and investment into one nifty package. Ticking two checkboxes off your financial...
