If you are a follower of this blog or Facebook page, you might notice that I have recently changed our tagline. I am writing to record the reasons of this change.
This is a write up to share the change in my view about financial planning after more than 9 years in this industry. It has also been 3 years since I moved from Insurance Agency and Unit Trust Agency to join an Independent Financial Adviser Firm (Money Sense Advisory Sdn Bhd). With that I gained access to products from almost every Insurance Companies in Malaysia, I also gained access to almost all Unit Trust Funds available, even offshore investment vehicles and many other financial services/products.Continue reading “What is Stopping Us from Achieving Our Goals?”