Tag: Financial Planning Tip

Financial Planning Tip #7: Know Your Needs Versus Wants

When it comes to Financial Planning, have you asked yourself what is more important – Your Needs or Your Wants? Not too sure what is the difference between the two? – Your Needs In General In a general sense, your Needs can be anything from Goods to Services that are necessary for living, e.g. Food, […]

Dexter Chan One Comment

Financial Planning Tip #4: Settle Your Basic Financial Planning

Financial Planning Tip #4 is to settle your basic Financial Planning needs before even talking about specialist financial services like taxation advice and investment management. What Are Your Basic Financial Planning Needs? If you do not know what they are and their priority, there is a simple model for you to remember, as you can […]

Dexter Chan 3 Comments

Financial Planning Tip #6: Know Your Personal Financial Ratios

Ratios are very common in our daily lives and one such common ratio is like Soccer Players who are generally evaluated by their goals to games ratio. Therefore in Financial Planning, there’s such ratios available to help you get a better understanding of your current Financial Health. Before getting these ratios, there are a few […]

Dexter Chan 0 Comments

Financial Planning Tip #2: Learn How To Set A Budget

One of the common statements that most of my clients will put in front of me, when I would to suggest them to go ahead with the plans, is that they do not have the budget to support, though knowing that they need the planning. As such, my financial planning tip #2 is “Learning How […]

Dexter Chan 0 Comments