You care about your future and you want to know where to start. You want to work with someone who you can relate to and someone who understands you. You realized the importance of financial planning and after all, it was not in the syllabus for us to learn during high school or even university. So now it's time to put it all together!
Hire #YourFinanceDoctor for 1 Year!
You will receive:
- A 50-page financial plan with a series of "To-Dos-List"
- Financial plan includes recommendations in all the following areas:
- cash flow planning
- debt repayment planning
- insurance planning
- investment planning
- retirement planning
- estate planning
- tax planning.
- Recommendation of asset allocation on your EPF and PRS are included as well.
- A recommendation of the credit card that fits your needs based on your spending.
- Unlimited mobile phone and email support for ONE WHOLE YEAR to help you reach your financial goals even faster.
- Quarterly meet up for monitoring and reviewing financial plan
This is the right one if you are ready for actionable financial planning advice which can certainly help you find clarity around your money. It’s time to stop making the bad/impulsive decisions about your finances and instead talk to a CFP® who can help you get on track so you can reach multiple financial goals simultaneously.
Cost:
Fees will be charged according to your annual income category.
RM200,000 and below : RM3,000
RM200,001 - RM350,000 : RM4,000
RM350,001 - RM500,000 : RM5,000
RM500,001 and above : RM6,000
This will be the first best investment you have ever made!
If you are thinking that maybe you are not quite ready to work with #YourFinanceDoctor on an ongoing basis, but you still have a few pressing financial questions that you would like help on. What can you do?
Quick Start 1 Hour Session!
You will receive:
- A 60-minutes face to face meeting
- An in-depth discussion of your few pressing financial questions.
- Popular questions:
- Can you help me summarize my insurance policies?
- How much is my current total investment return?
- Can you help me with a budgeting plan?
- How can I fully utilize my EPF?
- What can I invest with XXX amount of money?
- A follow-up email with recommendations and "To-Do-List" to solve your pressing issues within 24-hours so that you can take action immediately!
Cost:
RM100 ONLY!
Very interesting:)
ReplyDeleteThanks for reading! If you find it helpful, share with your friends too ya!
DeleteThis is a great inspiring article.I am pretty much pleased with your good work.You put really very helpful information. Keep it up. Keep blogging. Looking to reading your next post.
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Thanks for reading! If you find it helpful, share with your friends too ya!
DeleteThanks for reading! If you find it helpful, share with your friends too ya!
ReplyDeleteNice info. Ad the fee quite reasonable coz based on AI.
ReplyDeletenice info and very helpful information. will share with my friends
ReplyDeleteThis info is very useful for all and how we manage financially well <3
ReplyDeleteNice sharing, good info and very useful to apply when its come to manage our financial
ReplyDeleteIn this economic condition, even our finance need a doctor. Thanks for sharing the info with us.
ReplyDeleteNice info, Healthy is important. Thanks for sharing
ReplyDeleteLol..i got a friend who did more or less like this kind of service..good business nowadays
ReplyDeletebaguslah info ini kena war warkan kepada meraka yang berminat...
ReplyDeleteFinancial untuk diri sendiri pun tak terurus nak higher Dr financial lak hehehe tapi bagus lah kalau harga memang banyak ok kot.. kalau gaji dapat setiap bulan habis jer macam mana wakakaka
ReplyDeletehuhuhuhuh not so afford to hire a doctor... maybe for rich people okaylah kot hehe
ReplyDeletePart of the financial planning process involves discussing and deciding on your priorities while setting future goals..I guess to keep you away from the whole life policies and other bad deals, we actually need a finance doctor..
ReplyDeleteHope to get one later, not for meantime!
Useful info, tambahan zaman sekarang ni memang susah nak jaga kewangan. Yang tidak bekerja dan memiliki hutang paling parah. Dapat pula pekerjaan baru gaji kecil. So kena berani refinance hutang. Jangan diam bertahun sampai bunga bercambah. Kan?
ReplyDeletewahh... padat dengan informasi. setakat ni blog saudara antara yang terlengkap! tapi belum lagi ada cadangan untuk hire buat masa ni kot. hihi
ReplyDeleteGood sharing. Mmg ramai yg ada masalah kewangan.
ReplyDeleteBagus info ni Henry. Tak semua orang pandai manage finance sendiri. Moga adanya info sebegini dapat memberi input kepada semua orang. Good job
ReplyDeleteMy good friend is my Finance Doctor and he will provide advice and solution for me. Good write up and really informative
ReplyDeleteSiapa yang ada masalah kewangan dan rasa macam susah nak kawal kewangan better kena hire ni,hihi.... Bagus jugak kan konsep dia. Membantu orang.
ReplyDeleteGood entry! Help others who have financial problems. Maybe for the first time, can take the RM100 Quick Start session for 1 hour. Then proceed with another package.
ReplyDelete1st time dengar term finance doctor....
ReplyDelete