Enviable Lifestyle Achieving Financial Independence
Imagine a life where you can live your desired lifestyle without having to worry about your finances and do what you truly love with your loved ones. Through tailored strategies and unique solutions, you can achieve financial independence and achieve your goals!
When You Look At Your Current Lifestyle, What Do You Want To Achieve In The Future ?
Children's Education Fund
Raising up your children, bringing out the best in them through the best education, you want to give them the support physically, mentally and financially until they are ready to enter the working world.
You want to give your children the best start in life without compromising your own plans for retirement while building up your golden nest.
Travel Bucket List
You are not reliant on trading your hours for money. You can pamper yourself by traveling to the countries you've always wanted to go with your loved ones.
You want to be completely at ease with your finances and never have to worry about sticking to tight, frugal parameters in your budget.
You have the option to upgrade your hotel stay to a better room when you desire and enjoy the trips to the fullest.
Daily Lifestyle
You want to feel free when it comes to spendings on your expenses.
You don't want to worry about expenses like going to the grocery, eating out whenever you want to living more comfortably, or even gifting to loved ones.
You want to have the freedom to choose to work and not having to work just to make ends meet, and live a financial independent life.
Meet Jennifer
As a child, I was fortunate to have parents who were both entrepreneurs. My father always worked hard and led by example to give back to society whenever possible. He inspired me to do my best at whatever I do and more importantly, to build meaningful relationships along the way.
He would often say, "Imagine a world without meaningful relationships, what's the joy in being successful then"?
After my father suffered from an illness which required him to go through a major surgery, I realized that life is fragile and we will never know what is going to happen. That is why I eventually chose to forgo my stable, high-paying job in a "Big Four" firm and pursue a financial advisory career - to facilitate individuals, families and business to protect their loved ones and their assets.
With more than five years of experience and practice in financial advisory, and having engaged with clients from all walks of life, I am committed to serve by creating customized comprehensive financial plans and strategies that give my clients a peace of mind while pursuing their life goals.
These are the values that I emphasize:
- Make A Difference In The Client's Financial Journey
- Always Act With Integrity And In The Client's Best Interest
- Being Objective, Professional and Trustworthy
Personalised Strategies In Helping You Achieve Financial Independence
MY STRATEGY FOR YOU
Put Your Money to Work for You
Sometimes the best way to find peace of mind is with the help of a trusted advisor who can help you achieve your goals. I will help you not only with your financial strategy, but also with your day-to-day budgeting so you will never have to worry about how much money is in your bank account or where it's going. With my customized strategies you, you will realize you can achieve your financial independence faster.
MY STRATEGY FOR YOU
Get Your Retirement On Track Confidently
Have you ever wondered how you'll pay for the expenses in your golden years? It's never too early to start planning for retirement.
Let me plan for your financial future together that takes into account your current lifestyle and ensure you and your loves ones stays ahead of the curve.
My Services Include
Financial Planning
I'll take a comprehensive look at your financial life which includes everything from now to retirement and beyond, before developing a comprehensive financial plan that fits your financial goals in every life milestone.
Investment Management
I'll review your existing portfolio and identify any potential weak points and help you implement a long-term investment that fits into your financial plan. The tailored portfolio will be planned according to your unique risk tolerance, time horizon, and goals for the future.
Retirement Planning
As we work together to create a comprehensive retirement plan for you and your loved ones, I place special emphasis on securing a sustainable income to ensure you have an enjoyable and peaceful retirement.
Suddenly Single Services
The loss of a loved one is a difficult and emotional time. I walk with you through this time, discussing the options available to you and helping you understand what is the best way for you to move forward.
Estate Planning
You want to be sure that your family is well taken care of and that your assets are distributed in a way that benefits all your loved ones. When I develop an estate plan for you, I ensure that all your assets will go to your rightful beneficiaries.
Risk & Liability Management
I'll review your current coverage to ensure you and your loved ones are protected from any unexpected events. And from your loans to mortgages, I'll strategize with you on how you can pursue your financial goals while reducing your debt.
What Clients Say About Me
Why You Should Choose Jennifer
People grow old and our age goes up as the years goes by. But that is not the case for our money. Money does not grow on its own and it requires planned efforts to grow it.
What if there was a way to grow your money while you are sleeping? What if I told you there was a way to make your money grow at an exponential rate?
Let me show you how you can grow your money now and increase your chances of reaching your financial goals today.