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Wealth Planning

Wealth Planning
February 4, 20230Comments

Personal Finance and Investment Strategies For Wealth & Prosperity in 2023

As we enter into a new year, we wish that you’ll be hopping one step, two steps closer towards financial success. But to do so, we have to be intentional

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Wealth Planning
January 11, 20230Comments

Rich Man’s Secret – How to Attain Financial Freedom with 5 Key Ratios

What does a rich man look like to you? Is he one who attains success in his profession or in his business? Or, is he one who is living in the fast

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Wealth Planning
December 14, 20222Comments

Financial Reflection on 2022 & How to Thrive and Prosper in 2023

Time flies.Christmas is around the corner and soon, we will be ushering in 2023. It is time for us to reflect how we did in 2022 and more importantly, set goals

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Wealth Planning
August 26, 20222Comments

Deep Dive into Life & Critical Illness Policies under i-Lindung

On 12 July 2022, EPF launched i-Lindung, an initiative which allows its members to buy life and critical illness insurance policies at affordable prices. We view this favorably as insurance

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Wealth Planning
August 5, 20222Comments

How to Grow Retirement Nest Eggs Effectively Using the Right Investments?

Pardon me. I find most people will eventually lose money from investing. Why? Simple. This is because most people invest ad-hocly for short-term gains. Today, it happens in all markets, be it stocks,

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Wealth Planning
July 20, 20220Comments

Budgeting for Babies

Can you afford to have kids? This question is daunting. It overwhelms newly-weds who have limited financial capabilities but are consciously aware of the expenses to expect and raise a kid.

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Wealth Planning
June 29, 20222Comments

Personal Financial Consultation by Wealth Mentor Milan Doshi, for the High-Income Earners

Meet Henry, a 46-year-old IT professional who is earning RM30,000 per month. Henry had met up with Milan Doshi recently for a Personal Financial Consultation. Milan decided to post snippets of

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Investment
June 5, 20222Comments

Reducing TNB Bills via Installation of Solar PVs with Verdant Solar

Are you incurring high TNB bills every single month? If you are, don’t fret. Presently, it is common for homeowners and businessmen to install Solar PV systems on their residences and

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Wealth Planning
May 27, 20220Comments

Financial Planning Dos and Don’ts for Retirees

Can we afford to retire?Will our children take care of us in our old age?Could my current retirement nest egg last me for a lifetime? These are real questions as we

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