Making a difference
to your
financial future
My Story
Attracted by the fulfilment of a meaningful career, I joined the financial services industry to make a difference to people’s lives. Knowing exactly how it feels like losing a loved one to cancer and another dear one to depression, I am convinced that many things in life are inter-related. Financial security is definitely one of them. As a strong advocate in financial planning, many clients has changed their perspective towards managing their finances after our meeting.
My Services
My job today is to help you with three main functions of financial planning – Save, Protect & Grow your wealth.
Save
The first step to good money management is to adopt the right savings habits. In the
consumerist environment today, many would prefer spending money on a branded watch
rather than saving for rainy days or for their financial goal. Find out from me how you
can take the small step towards saving for your financial goals.
Protect
Some people mistakenly measured insurance coverage by the number of policies they have,
but the reality is that having many insurance policies does not equate to having
sufficient coverage. Find out from me if you are really adequately covered, or grossly
under insured.
Grow
The power of compounding is real and the earlier you start, the better it is. Some
people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven.
However, if you consider inflation, savings in the bank is the place that you definitely
lose the value of your money. Find out from me how you can grow your investments while
managing the risk through diversification.
My Achievements
"Someone's sitting in the shade today because someone planted a tree a long time ago."
Warren Buffett
Videos
YOURS FREE:
Simple financial concepts that everyone can adopt to improve their
financial situation immediately!
PS: This book serves to provide the tips and strategies on
financial planning, but most importantly you need to apply and
practice these strategies. Happy reading!
Financial Planning Ebook
Testimonials
Tools
Education Calculator
See how much children education can cost locally and abroad
Insurance Calculator
See how far your insurance is covering you right now
Retirement Calculator
See how much you need for your retirement
Contact
keziah.wong@finexis.com.sg
91288707
91288707
The information provided on this website is general in nature and does
not constitute financial advice. The website can change without prior
notice and does not guarantee the accuracy of information, including
information provided by third parties, at any particular time.
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.
Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.