“LIFE IS FULL OF BOTH GOOD AND BAD SURPRISES”
….Mostly realized by us, either we bothered or prepared for it!
NO worries as it’s a norm a human being like us and in fact
very few on earth were prepared for everything….
Personal Finance
Personal Finance is the process of meeting your life goals through the proper management of your finances. These goals may include buying a home, saving for your child’s education, starting a business or planning for comfortable retirement.
The process consist of 6 steps:
i- Establishing and defining the client-planner relationship
ii- Gathering client data including goals
iii- Analyzing and evaluating the client’s financial status
iv- Developing and presenting financial planning recommendations and/or alternatives
v- Implementing the financial planning recommendations
vi- Monitoring the financial planning recommendations
Wealth Managment Seminar
“Kuasai Wang Anda” 2019 TOUR
“MASTERING THE SECRET OF PERSONAL FINANCIAL MANAGEMENT”
I- Understand various investment vehicles. Avoid bad
decision, and plan wisely
II- Conduct personal financial health check. Know what
to do, what to avoid and how to start planning
III- Learn the reality of financial plan and life cycle
IV- Calculate and design your financial goals
V- Learn the discipline elements in managing
personal finance and cash flow
Part of the Testimonials:
“Kuasai Wang Anda” Registration Form