Opinion 8/11

Why I Got a Savings Plan For My Niece's Education Instead of Investing It

The most painfully honest financial planner you've ever met.

Some Things Financial Consultants Might Not Have Quite Gotten Yet

Part of the reason I continue to have a job is because not everyone is as competent in the same area. Some people continue to dominate me...

On Teaching Financial Literacy to Kids and Giving Back

It’s only coming to a 3-year period, but my investing methodology and principles can hardly be called unsuccessful – at least, for now. I...

Maternity Insurance is an Absolutely Must – and Here’s Why

At the beginning of 2018, I signed an interesting woman – director level in her early 50s, with two kids. She was pleased with my work on...

5 'Never' Rules I learnt from my biggest professional failures

It was yesterday. I was initially wrote a highly technical article with a comparison between an Early Critical Illness Insurance (ECI)...

Why having MDRT Matters – and why I’m going for it

It isn't just a career milestone. It was early 2018. I had won my first industry award the year before – it’s a small one, but it...

Shots Fired - March

I answer questions from clients, prospects and online 'PMs' about Early Critical Illness Insurance vs Multipay, why I Beat the Market and...

Money Maverick vs Providend

Debating Active vs Passive management, Term vs Whole Life and more. The first time I heard the name Christopher Tan was not a good time....

Are Fund Managers Unbiased?

They get paid either way, but... I’ve been thinking a lot about what 'unbiased' is recently. Especially after this recent article, where...

The Credibility a Stage Lends You

A Personal Review on Seedly’s Finance Festival by Money Maverick Like almost a thousand people (sold out at 1200, so could be plus/minus)...