Investing and Personal Finance
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INVESTMENT SPECIALIST
I created Dollartainment for one reason; to show people how the financial industry really works and to leverage upon it to secure financial security for yourself.
Seeing my clients well-protected and their money multiplying is the reason I LEAP out of bed every morning. I love showing people exactly what works (and perhaps, more importantly, what DOESN’T work) to optimise your portfolio and rapidly provide the returns and peace of mind that you want.
Most of our clients need one or more of these 4 things:
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NEEDS MORE PROTECTION PLANNING!
I show this type of client the pros and cons of whole life, term and universal life insurance, which one they are most suitable for, and WHY.
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NEEDS MORE INVESTMENT RETURNS!
This type of client has been investing, researching and trading on their own, yet they barely crack 10% returns each year. I help them increase their returns exponentially through MAS regulated investments.
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NEEDS ESTATE PLANNING!
This type of client has not nominated beneficiaries and willed their estate to their next-of-kin - which can lead to messy lawsuits due to unclear legal boundaries.
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NEEDS MORTGAGE REFINANCING!
I show this type of client how to leverage on CPF and bank loans to save themselves 5-6 figures.
If you need help in any of the areas above, please feel free to send me a message :)