HOW DOES IT WORK
The Right Total Wealth Manager has the range of instruments coupled with a strong streak of loyalty to the client who will not sell products that do not fit the client's risk profile and investment objectives. The Monetary Authority of Singapore's rules serve as a protection against mis-selling to clients.
The TWM has the client's interest at heart. Recommendations and wealth management approach are tailored to the client's individualities and style.
Being the trusted adviser is key, more importantly the wealth approach taken has to be versatile and easily customizable to suit client's 'niche' requirements.
The wealth strategy is adaptive in nature although risk reward characteristics should be scalable, have economic basis and be able to incorporate changing market views with different risk management strategies.
HOW I WORK
My Business DNA
I am running a business with the client's interest at heart; that's my foremost priority. There are systems, tools and processes in place to accomplish and fulfill the role of a Total Wealth Manager.
1) Personal Financial Review and Analysis
2) Portfolio Summary and Data Management
3) Review, Action and Feedback
4) POEMS (Phillip Online Electronic Mart)
5) FAME (Financial Access Made Easy)
Multi-purpose Wealth Management
It's more than having the breath of financial products to customize your financial plan. It's about connecting both head and heart in designing that unique multi-faceted financial plan.
It's about the systems, logistics and infrastructures in place to deliver financial services that determine who you should engage. That is the very core in the soul of the belief that the customer's interest comes first.