Simplifying personal finances isn’t about dumbing things down or even about being easy. Simplification is about making finance understandable and giving one clarity. Simplicity is life’s greatest sophistication.
We provide Personal Finances learning and services focused on your background & needs. We are unashamedly ethical & are passionate on seeing everyone achieve financial freedom. Simply personal finances to help you grow & reach financial independence.
Personal Finances advisory and consultation helps you to move simply and surely towards financial independence. We achieve this together with your dedicated Personal Finances Advisor to help guide and walk with you on your financial journey.
Your Advisor provides you consultation and advisory on just about all your personal finances related queries and help needed. Your MyPF Advisor meets with you regularly including going through Personal Finances Review up to twice a year.
Risk Management helps you to ensure you are financially responsible for you & your loved ones. This works to ensure that you and your assets are sufficiently protected for the unexpected things in life that happen while keeping costs low.
Risk Management goes through a review of your existing coverage. We work to translate insurance into simple understandable information. Our approach is to ensure you are sufficiently covered and to reduce costs, especially in unnecessary or overpriced coverage.
Investment Planning is on letting your hard earned money work for you. Together, we will aim to maximize returns while keeping risks low. More importantly than the individual investment itself is your overall investment portfolio.
Our Investment Planning session thus includes portfolio analysis, performance tracking, asset allocation & diversification. Our approach is geared towards investors who are looking for above average returns, and believe in the compounding over a mid/long term.