News & Events

Financial Articles

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2015
2015
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2014
2014

Is Another 1998 In The Making By Paul Khoo

Sep - Oct 2015 | Money Compass, Volume 20

Losing Money by Being Too Busy By CF Lieu

Sep - Oct 2015 | Money Compass, Volume 20

SmartMedi Plus (Chinese)

July 2015 | Money Compass

The Pursuit of Excellence in Financial Advisory By Paul Khoo

Mayh 2015 | MFPC, Financial 1st Volume 2

Your Blood Sugar Influences Your Personal Finances

May 2015 | Money Compass, Volume 18

Your Journey to the "Financial Destination" – Money Compass for Women Part 2

March 2015 | Money Compass, Volume 17

Continued from the previous issue, we discussed the traits of a ‘slow and prudent’ woman who amasses her wealth with the mantra of a penny saved is a penny earned... Read more

We are all guilty of making these 5 investing mistakes

March 2015 | Money Compass, Volume 17

Many investors don’t enjoy investing; don’t have the time for it or don’t feel they are particularly good at it. It is this type of people who search for an adviser to alleviate the burden... Read more

Your Journey to the "Financial Destination" – Money Compass for Women Part 1

January 2015 | Money Compass, Volume 16

We kicked off this series with an overview of the 10 types of financial identities that a woman may have and as previously mentioned; a woman can reflect more than one trait in her... Read more

A story of a merchant and his 4 wives

January 2015 | Money Compass, Volume 16

There was once a rich merchant who had 4 wives. He loved the 4th wife the most and adorned her with extravagant robes and treated her to delicacies. He took great care of her and gave her nothing but the best... Read more

How I started as a Financial Planner

June 2014 | The 4E Journal, Volume 14

Julie Chuah: I was working in a bank for 11 years but had always felt drawn to financial planning. I absolutely loved the idea of being able to help people to be financially more organised. As a sunrise industry... Read more

My Journey as a Financial Planner

June 2014 | The 4E Journal, Volume 14

Exactly 12 years ago, in May 2002, I attended my CFP Module 1 class. There were 10 students in that class, all of whom were strangers to me. The lecturer asked each of the student why he/she signed up... Read more