Does Loan Refinancing Lead to Peace of Mind?

Identifying your financial behavior is the most important factor to secure future financial success as it impacts your life financial journey plan. Your belief system, habit, upbringing, culture, experience, and willingness to change and be consistent will make the difference. To have peace of mind without fear of running out of money.

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Financial Planner’s LICENSE what does it mean?

The term Licensed Financial Planner (LFP) encompasses many different aspects of financial advice, which need 2 different licenses: SC’s New Capital Markets Services Representative’s License (CMSRL) and BNM’s Financial Advisers’ Representative (FAR).

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Women and men don’t have the same relationship to money. Globally and on home ground, there has been growing awareness of gender equality and the

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The Misconception of Financial Planning / Licensed Financial Planner

An open mindset is important when you decide to engage a licensed financial planner and be responsible for what you have committed in the written financial plan. End of the day the ‘coach’ and the ‘trainee’ need to take action to see the result.

Talk to us if you would like to have an exploratory discussion.

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The REAL benefits of Lifestyle Financial Planning

Have you ever wondered, why some people seem to have the ability to live the life of dreams, whilst some are living from paycheck to paycheck, even though both share the same starting point? You may say that everyone’s circumstances are unique, however, there is a significant difference between those who have a guideline on how to reach their financial success compared to those without having one.

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Know Yourself in Financial Planning

Financial Planning only for the rich? We are not rich, our family income is not high, there is no spare money that can be saved,how to talk about family financial planning? Sound familiar? Has this statement ever appeared in your mind?

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Advance Withdrawal from EPF

During this unprecedented situation that badly affected the global economy, everybody does suffer some of the effects in terms of finances, will EPF advance withdrawal HELP or HARM?
Before taking up this offer, what should one consider first?

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