From the category archives:

Financial Planning

Which kind of financial service agent would you be?

July 6, 2009

If you were planning to be a financial service agent, which would you consider being?

A unit trust agent
An insurance agent
A full-fledged financial planner managing investments to estate planning, etc
Etc?

And which financial institution would be a company of your choice?

Public Mutual
CIMB Principal
Prudential
AIA
Allianz
Great Eastern
ING
Etc?

I’m just curious as to how people decide which type of financial agent they want [...]

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A show of hands, how many people have financial planners?

June 23, 2009

I have always wondered how many of us actually engage the service of a financial planner to help us achieve our financial goals. Do you have one?
I’ve never had one although there was an insurance agent who did offer to extend his services as a financial planner instead of just being an insurance agent. But [...]

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4 ways to invest for a steady stream of passive income

April 24, 2009

Everyone is asking what is a good investment to go into in today’s world of uncertainties. With the launch of the recent investment vehicles like the Sukuk Simpanan Rakyat and Amanah Saham Malaysia (ASM) which promise 5% annual returns, many Malaysians have rushed in to buy the units. They are indeed good investments in times [...]

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Managing your finances as a couple

January 13, 2009

Married couples often have arguments when the subject of money is brought up. Especially now, when we are at the beginning of a global financial crisis, couples may find themselves at each other’s throats more often. Each of us have different ways of managing (or mismanaging!) our finances, and it’s inevitable that couples have lots [...]

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Extremely affordable medical plan

May 26, 2008

Be rest assured this is not an advertorial, so don’t worry. I’m just excited to recommend something I feel is very worthwhile. Today we had a financial health talk in the office and that’s where I heard a medical plan from ING called I.MaxCARE. This is a comprehensive medical coverage that’s very affordable. This product [...]

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