Contact
There is no obligation to take up my solutions. However, at least you will walk away with greater clarity on what are your possible options.
Samuel Wong
Financial Advisor
Mobile: +65 9479 1551
Set Appointment
Frequently Asked Questions
The idea of meeting an FA might sound like getting a sales pitch – but I assure you this will not happen.
You do the talking while I listen. Most of the time, different people have their own ideas on insurance and wealth protection. You might be right. Or you might be inaccurate. I will point out if there are any errors in your understanding.
I like to think so since I’ve been doing financial planning for more than 12 years. I am happy to say that I’ve helped my clients achieve their financial goals. So much so that they still want to stick with me even after many years.
It really depends on what you are looking for. I will do my best to help you gain a holistic perspective – a big picture view on your personal finances. Then we discuss what are your short-term and long-term goals. And from there, we check out possible options and solutions.
The Consultation Process
Our life journey can be akin to chapters in the book of life – where the closing of one chapter, marks the opening of another chapter.
1) Coffee/Tea will be on me
We will have a free and easy discussion.
You can ask me anything you want with regards to health insurance and retirement planning.
My job? I will listen and ask questions for clarification.
2) Review your existing policies and gaps in coverage
Based on our previous discussions, I may or may not present a solution to you.
(If you are fully covered, there is really nothing for me to do. Haha.)
3) We become friends
It’s ok if you decide not to buy anything from me. What’s important is you get some clarity on what is possible for you as you navigate and plan for your future.
Have Questions On Your Mind?
Feel free to drop me a WhatsApp message. Our discussions are no-obligation.