Personal Finance
Is it such a big loss?
By Akhiat  •  March 31, 2008
By: Adrian Khiat I went finexis(one of the FA firm) at Parkview Square to visit an ex-colleague few days ago. I saw a group of young advisers rushing to submit their CPF investment cases. I get to know that some of them had not even went home the previous night because they need to prepare all the forms. Many advisers have been pushing very hard to convince people invest their initial $20k from Ordinary and Special Account last week. The Advisers had convinced them to such as if they can never invest again. Is it true that these people are missing big time if they fail to beat the deadline? To me, its not really a big deal even you choose not to invest now. Why? Lets analyse an example Mr Tan earning $3k/mth with 1 mth AWS and 1.5mth bonus per year. Mr Tan will be able to accumulate $20k in his OA in 2 yrs. Read more....
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By Akhiat
Adrian entered the Financial Advisory Industry in Feb'03 after years in the Shipping and Logistics Arena. He joined the industry with a strong belief that the public need better advice in their financial plan. "It is a big challenge to me till today because I am not a natural Sales Person. However I want to remove public's perception that Financial Adviser are all Salespeople. It is a professional job that deserve more respect. I want to impart my methodology, skills and knowledge to help you improve your Financial Health and to share health tips to improve your Physical Health."
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