Well, of course you do…who would ever say they don’t appreciate useful, actionable 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?
- Get Money Matters in Order Before or After a Major Life Event (Divorce, Migration etc)
- Pay Less Tax Legally for myself and/or my business
- or even…Catch Up Financially with your peers & eventually Outdo them?
The REAL question is — how do you get credible, actionable advice you need NOW?
or 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?
And who to really trust?
The reality is that you will NEVER be able to learn everything there is to know about financial planning or financial management – it’s such a broad topic and the financial world is ever changing. Even I don’t focus on everything.
Because it’s nearly impossible.
But I’m still able to get amazing testimonials from my clients because once I understand the issues you are facing, I know what matters now, and what can be ignored until later ~ helping you with advice that actually move the needle.
As you can see from my extensive testimonials here, I know my stuff.
This is what I do better than anybody — rapidly drill down what you really need and advise you with actionable steps how to resolve it right now, no holds barred and no BS.
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.
I’ve gotten so good and focused at my craft in helping clients get their financial woes resolved that I now have my schedule booked at least 2 weeks in advance.
A student has knowledge
A teacher has deep knowledge
A practitioner has applied knowledge (wisdom)
Wisdom is knowing how knowledge is affected by the market (time, 💰, effort etc)
The true teacher of wisdom is the market
The true student of wisdom of humility
So the real question isn’t if I can help you with actionable advice… it’s whether or not you feel it is Urgent AND Important enough to engage me.
But I’m not a salesperson, I honestly hate sales more than anything else. I’m an engineer by training… an analytical guy… I’m a problem solver.
I like focusing on what I am good at and only that, which is: pinpointing the exact actionable advice you need.
SO — if you want to consider engaging me 1on1, keep reading…
STEP 1: DO THIS NOW
Start by clicking here You’ll see a brief series of questions you’ll need to answer.
I 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 business.
Answer these questions as accurately as possible, and be absolutely sure your contact information is correct so we can reach you.
STEP 2: HERE’S 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 my email may end up on your junk or spam folder because 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 my email in your primary inbox)
After that, I’ll 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 working 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 I’m able to 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 me or my team member.
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 below to submit your inquiry.
Getting Financial Advice is NOT only about how well you are doing now, it is also about How Long you will be doing well
Take 1 minute to fill in the form below. Review our scope of service & process HERE
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 to 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 our life partner or an advisor or a mentor who helps us see more clearly.
The key is – we generally need to continue to move forward (safely – of course) in order 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”