#financialplanning | Money Maverick 2/4

Differentiation - How an Understanding of It Took My Investment from $12,000 to $45,000 in 1 Year

" Why did you decide to purchase Money Maverick?" Some of my circle were very curious about why I acquired Money Maverick and all its...

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Can My Bank Empty My Account For My Housing Loan? Featuring the 'Backdating Property' Fraud Case

Our mum didn't hit her first career break until about 8 or 9 years back. I didn't understand a lot at the time, but Mum had a new name...

Should You Still Invest Your CPF-OA After 55?

My family likes to catch up on public holidays. Because Covid restricts the number of people in a home, it has been an interesting...

Is There Still Hope For Whole Life Plans?

I was unable to write the last few weeks because I was swamped with inquiries and policy optimization before these projected changes. The...

Why You Should Be Cautious of Investments Promising MUCH MORE Than 10% (especially without context)

Recently I was confronted by a prospect who basically mocked me, saying that my benchmark of 8% was too low and he could get better...

A (Very) Small Peek Into Money Maverick's Personal Portfolio - The Problem with FIRE Pundits

I had a very enjoyable talk with a client recently. She wanted to pursue FIRE [Financial Independence Retire Early - the art of having...

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Which Level Of The 10 Levels of Investing Are You At? Consider An Investment Specialist.

Otherwise known as: a) Why Someone Who Has Investment Experience Should Still Consider Using a Financial Consultant, or b) How I made my...

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How to Lose All Your Capital through P2P or Venture Capital(CoAssets, Gobear), 1M65 SG stocks, etc

In my attempt to behave myself whilst my reference check is being conducted, I've simply been doing business preparatory work. Being...

What People Keep Getting Wrong About Annualized Returns (and why they can't get 8%).

I ALWAYS get questions about 8% returns. Aside from being a lucky Chinese number, it also tends to be the most common illustration by...

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Is My Policy Affected By An Insurance Company Being Bought Over? (and other related questions)

A lil hullaboo was caused last year over Aviva's sale to SingLife - and a even bigger hullaboo was caused recently when a Financial...

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