DISCRETIONARY
PORTFOLIO MANAGEMENT
TAILORED
FINANCIAL SERVICES
ONE PORTFOLIO MANAGER
ONE MULTI-ASSET ACCOUNT
ONE RELATIONSHIP FOR ALL YOUR PERSONAL FINANCE NEEDS Open Your PhillipCapital Account with Isaac
LIFE & GENERAL
INSURANCE
GLOBAL LISTED
SECURITIES
FDM stands for facilitating decision making. The ideation birth came from anearlier write up. But I prepared these and printed hardcopies to give to my firm – PhillipCapital as well as FPAS – Financial Planning Association of Singapore. This is so that I have given them first notice to hopefully drive meaningful action for the industry, before I make it my life mission to make the financial advisory industry more diagnostic than what it is presently.
My hopes for FDM:
Help people take ownership and make better decisions.
A tool for everyone to use. (Pay if you want someone to do for you)
Nudge the industry towards more diagnostic professionalism.
My sincere heartfelt gratitude to The One above who allowed my mind to discover this, and His choice to reveal a suggestible fee based arrangement that would allow this to take off. All in His timing. Amen.
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