Want Independent & Actionable Financial Advice?

…that enable you to:

• Take an Extended Career Break
• Retire Early
• Transition into a New Career with No Money Worries
• Generate More Passive Income from what you Already Have
• Plan from being a Dual Income Family to a Single Income
• Plan for Retirement without retiring
• Get Money Matters in Order Before or After a Major Life Event (Divorce, Migration etc)
• Pay Less Tax Legally for yourself and/or your business
• Preparing to Fund your Children’s Education without Emptying your Retirement Savings
• or even…Catch Up Financially with your peers & eventually Outdo them?

Take 1 minute to fill in the form below. Review our scope of service & process HERE

Consultation Fees start from 2,000, depending on the scope of service you are asking for, and how complex is your financial situation.

Reserve your Confidential Assessment (FoC)

We are usually fully booked 1 month or more ahead, so upfront reservation is needed. Available slots may open up from time to time.

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Tell us about yourself – Step 1 of 3

Your Name *

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(Location is not an issue, we work with clients globally via web conference)

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Your Consult Inquiry *

• Investment Review & Advisory
• Insurance Review & Advisory
• Retirement Planning & Advisory
• Financial Health Check & Situational Advisory
• Tax Planning & Business Advisory
• Other (Explain briefly what is on your mind)

(More than one can be ticked)

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note: if you are looking for a job or under AKPK debt management program, we are unable to help.

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Getting Financial Advice is NOT only about how well you are doing now, it is also about How Long you will be doing well

Continue reading 👇

There are countless free ‘financial tips’ and so-called financial salesman disguised as ‘financial planners’ out there, so where do you start?

Truly, there’s no lack of information; there’s actually TOO MUCH information to the point you feel overwhelmed.

Our clients came to realize, in a world of information overload, data and knowledge alone can only get you so far.

Does this resonate with you?

How to filter the actionable financial information from the noises; you know, information that’s actually useful and makes a positive difference in your life?

This is what I do better than anybody — rapidly drill down what you really need and advise you with actionable steps on how to resolve it right now, no holds barred and no BS ~ helping you with advice that actually move the needle.

This is the main reason I’ve been able to work with so many household names and big brands in the financial industry, like the ones below.

So the real question isn’t if I can help you with actionable advice… it’s whether you feel the challenges you are facing are Urgent AND Important enough to get help now.

STEP 1: DO THIS NOW

Start by clicking here – You’ll see a brief series of questions you’ll need to answer.

We just need preliminary info about what you bothers you, what scope of advice you need etc.

That way we can understand your situation before we talk and get right to discuss what matters to you.

Answer these questions as accurately as possible, and be sure your contact information is correct so we can reach you.

STEP 2: WHAT WILL HAPPEN NEXT

Once you’ve filled out the fact-finding form, we will get in touch with you usually within 24 working hours and send you further information on what to expect.

(note: sometimes our email may end up on your junk or spam folder because of the way your gmail/yahoo/hotmail filters email from someone new [me]. So please check your email junk/spam folder after 1 working day if you don’t see our email in your primary inbox)

After that, we will send you a link to self-schedule a fact-finding call.

Your initial call will be between 30 and 45 minutes.

This is where we really begin to figure out exactly what you need, and how to make it happen.

At that point, if you see the value in working together, great. We’ll talk and see if we can take you on as a client.

If you don’t want to move forward, that’s fine too. Worst case, you would have received some free advice from us.

Here’s a tip:

You may want to ‘shop around’ but make sure you ask for 2 things before engaging any adviser –
1) real, verifiable clients’ testimonials like these – the more, the better and,
2) track record of being engaged by corporate organizations as Subject-Matter Expert.

You don’t want to engage an adviser whose achievements are sales-related ‘awards’ like MDRT or incentive trips.

Ultimately, this is for people who take charge of their financial matters seriously.

If that’s you, today is the day you step up and take action. Proceed to submit your inquiry.

The Windshield of your Life

There is a reason why your windshield is substantially larger than your rearview mirror; it is to have the clearest view possible of where you are going.

Don’t get me wrong, it’s important to know what’s behind you and to learn from where you’ve been. However, if all you are looking at is your rearview mirror, it’s because you’re going backwards.

When you do that in life, you are not living in the present, and you are not aware of what may be ahead of you. The view from your windshield is the view of everything that is possible.

Sometimes in life, we do need to go backwards a little bit. However, as soon as possible, we need to put that car in Drive and move forward to our intended destination.

To get to that destination, we should have a map or a GPS app to take us where we intend to go. We set our goal and identify the route to reach it.

Sometimes, we have to take an alternate route because of heavy traffic or accidents along the way (both good metaphors for life). But in either case – you need to have a general idea of where you want to go.

I know people who work hard, have a fast-paced life, and are always very busy, but they don’t set life goals (and some don’t even set business goals). From my perspective, most of these people are lost. They are lost because if you don’t know where you want to end up, going faster won’t get you there quicker.

Sometimes the weather is so bad, you need something to help keep things clear. Other times, you need even more help than that, like a life partner or an adviser or a mentor who helps us see more clearly.

The key is – we generally need to continue to move forward (safely – of course) to get to where we want to go.

Lastly, in case you are wondering whether my clients seek financial advice even though they are intelligent to ‘do it themselves’, watch the video below as I explain.

“Lieu has the uncanny ability to present his points across in a way that I can relate to”