Tag Wealth and Financial Planning

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Nurturing Growth & Sustaining Success

Nurturing Growth & Sustaining Success Dato’ Dr. Chua Hock Hoo Executive Chairman, Cheng & Co Group Source: 4EJournazine, Vol 23, No 4, 4Q2023 (pg 30-31) Download: Nurturing Growth & Sustaining Success Cheng & Co, originating in Malaysia, began as a modest…

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Sunway Money – Ways To Send Money Overseas

Ways To Send Money Overseas If you recently have had a need arise to perform an international money transfer or remittance, the abundance of transfer options may seem overwhelming to you at first. There are many different ways available to…

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Sunway Money – What Is Remittance and Who Uses It

What Is Remittance and Who Uses It? The term ‘remittance’ may be familiar to some but, most might know it in more informal forms such as ‘transferring’ or ‘sending’ money to others. While it is not highly specific that remittance…

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Personal Financial Planning 101

Personal Financial Planning 101 INTRODUCTION Personal Financial Planning is an important aspect of our lives and it is intertwined with our day to day activities. It is a life-long process and managing and planning one’s finances is the bedrock for…

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Single But Not Care Free

Michael (not his real name), 36, is a manager in a multinational company. He is single and has been with the company for more than 12 years. The problem is, he has been unable to save his income. He has no idea where his money goes and, one fine day, decided to seek my advice.

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Retirement Life Goal – Analysis And Assessment Process

RETIREMENT LIFE GOAL – THE ANALYSIS AND ASSESSMENT PROCESS The Life Goals Analysis is a tool that allows you to identify if you are on track to achieve your personal goals and objectives. The analysis provides a snapshot of your…

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1 Plan for Life (1P4L): Protecting You Come What May

1 Plan for Life (1P4L): Protecting You Come What May “If a child, a spouse, a life partner, or a parent depends on you and your income, you need life insurance.” Suze Orman Mention life insurance to just about anyone…

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CCRM Group Medical COMBO Plan: Addressing The High Premium Conundrum

CCRM Group Medical COMBO Plan: Addressing The High Premium Conundrum Today’s Business Dilemma Rising operating costs are a big concern for businesses, particularly the small and medium-sized enterprises (SMEs). It’s seen as one of the biggest challenges yet in recent…