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Isaac fang
Isaac fang

Isaac fang

CFA, ChFC, CFP (FCN200135730)

  • Hello
  • About
    • All-In-One Steward
    • Financial Planning – Does it make a difference?
    • Financial Planning. Ethics, Science & Craft.
    • FDM White Paper
    • Fifty Shades of Ethics
    • Portfolio Management Process According to CFA Institute
    • 7 Considerations for Investment Products
    • 6 Steps of Financial Planning (FPAS)
    • 7 Personal Financial Ratios for Analysis
  • Isaac’s Thoughts
  • Investment
    • TradeInvest
    • Portfolio Management
    • Trading
  • Insurance
    • What is Life Insurance?
    • 5 Independent Areas of Coverage
    • Insurance at work (A Claim Story)
  • BudgetConstrained
  • Workshops&SpeakingEngagements
  • Start A Relationship
    • Financial Advisory & the Emotional Bank Account (EBA)
    • How unique are you to me?
    • Financial Planning Process – Actionable
    • Make An Appointment
    • Account Opening using MyInfo
  • Time Stamped Lessons
    • COVID19 & Prophylaxis Thinking
    • COVID19 & Beware the Attribution Bias
    • COVID19 & Investment Advisory
    • COVID19 and ‘Regular Savings Plans’
    • Reading to the Right Side of Charts
    • Curious Case of Wheelock

Tag: Relationships

Posted on August 15, 2020

Financial Advisory & the Emotional Bank Account (EBA)

Are you rich measured in EBA terms?

About Isaac

Isaac Fang CFA

Isaac Fang CFA

Isaac is passionate about boosting the financial literacy of Singaporeans. He holds the CFP, ChFC and CFA certifications. He has been in the financial services industry since 2001, has trained practitioners and also gave talks at SGX events. He conducts financial literacy workshops at Community Clubs islandwide too. Isaac uses a multi-disciplinary approach towards financial planning with the FDM process and an emphasis on being design driven.

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About isaacfang.com

Style of writing is to use links to deliver a holistic and consistent approach, with the aim to allow readers to click whichever is relevant at the point of reading, to explore details elaborated in another posting. After all, it is all interconnected.

Isaac & Bespoke Financial Services

Click image for services by Principal represented.

For the Full list of Insurers having Partnership Distribution Arrangements with the Principal that Isaac represents, click here.

Isaac & Investment Planning

Click on image that directs you to a blog post peppered with relevant links to various aspects. Process loops extracted from CFA institute.

Securities Advisory Service

1.25%pa Advisory Fee. Other T&Cs apply.

Securities Advisory Service gives you:
(1) Bespoke investment advice from your investment specialist. (2) Control – your specialist places trade for you only upon your confirmation. (3) Lower brokerage charges compared to standard broker-assisted rates. (4) Access to local and foreign stock markets.

Isaac & The FDM Process

Click on image for Elaboration.

Isaac’s strengths according to Clifton’s Strengths Finder are:

  1. Analytics
  2. Intellection
  3. Learning
  4. Focus
  5. Individualisation (What the hell is this Strength?)

Receive Regular Passive Income!

0.5% Wrap fee. Enjoy a regular flow of passive income from your investment portfolio with a suite of professionally customised unit trust portfolios. Dividends credited directly to your bank account. There are funds which have monthly distributions!

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50 Shades of Ethics

Contact Isaac Fang CFA

+65 9730 6977


Isaac’s Principal’s Partners

Life and General Insurance Partnership distribution arrangements.

Filters

  • Analytics (22)
  • BudgetConstrained (9)
  • Insurance (12)
  • Investment (34)
  • Musings (21)
  • Planning (29)
  • Retirement (1)
  • Time Stamps (7)
  • TradeInvest (20)

Top Posts & Pages

  • Facilitating Decision Making
    Facilitating Decision Making
  • Principles to Practice for Wealth Creation
    Principles to Practice for Wealth Creation
  • How unique are you to me?
    How unique are you to me?
  • COVID19 and 'Regular Savings Plans'
    COVID19 and 'Regular Savings Plans'
  • COVID19 & Beware the Attribution Bias
    COVID19 & Beware the Attribution Bias
  • Financial Planning Process - Actionable
    Financial Planning Process - Actionable
  • Financial Planning - Does it make a difference?
    Financial Planning - Does it make a difference?
  • Financial Advisory & the Emotional Bank Account (EBA)
    Financial Advisory & the Emotional Bank Account (EBA)
  • Adaptive Market Hypothesis
    Adaptive Market Hypothesis
  • Fastest Signal - Price Action on SGX
    Fastest Signal - Price Action on SGX

Connect

Connect

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Disclaimer

The information contained in www.isaacfang.com is provided to you for general information/circulation only and is not intended to nor will it create/induce the creation of any binding legal relations. The information or opinions provided do not constitute investment advice, a recommendation, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person or group of persons acting on this information. Investments are subject to investment risks including possible loss of the principal amount invested. The value of the product and the income from them may fall as well as rise.
You should seek advice from a financial adviser regarding the suitability of the investment products mentioned, taking into account your specific investment objectives, financial situation or particular needs, before making a commitment to purchase the investment product. In the event that you choose not to obtain advice from a financial adviser, you should assess and consider whether the investment product is suitable for you before proceeding to invest.
Any views, opinions, references or other statements or facts provided in this www.isaacfang.com are personal views. No liability is accepted for any direct/indirect or any other damages of any kind arising from or in connection with your reliance on the information provided herein.
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