SG Financial Geek

It’s common to make finances mistakes, and we’re here to advise you professionally. Feel free to reach out to us for holistic financial planning advice!

As we age, we come to realize the importance if finance and the power if it. Do you feel the same?

These are some common financial planning red flags - which one is a hard NO for you? 🚩

Do you watch it like a hawk? 👀

A single bad financial habit with your finances could snowball into a huge challenge to face in the long run.

As we’re ending the first half of 2022, here’s a reminder to always keep your finances in check!

Are you still thinking of how to kickstart financial planning? Here are 3 types of insurance plans you can consider from!

If you’d like to know more details, drop us a quick DM!

As much as this is relevant - it is also important to seek out professional advice for your finances. With a professional advice, you’ll be advised on your finances holistically. This reduces your financial worries in the long run.

If you need someone, reach out to us!

Here are some of the top 5 types of insurance that you should know of - Life Insurance, Medical Insurance, Automotive Insurance, Home Insurance as well as Travel Insurance.

Having the different types would ensure that you’re well covered across the different areas.

For professional advice, feel free to drop us a DM!

Sometimes, our finances suffer from the decisions we make. It’s important to know our needs and wants, and taking control of our finances. With this, we’ll be able to live with lesser concerns to worry about.

If you need help with financial planning, feel free to speak to us!

Insurance is important and starting early helps too. With proper planning, you’ll be able to have financial security even when you’re met with unforeseen circumstances.

If you need some advice, feel free to reach out to us!

Times are hard right now. What goes up must come down - what goes down must come up too. Hang on tight! ✌🏻

Investing requires knowledge about the market, as well as the terms and strategies used when investing. With ILPs, you’ll be able to invest in managed funds. Adding on to that, it includes both protection and investment to allow you to enjoy the best of both worlds!

DM us to find out more about ILPs and which plan is suitable for you!

Financial literacy starts early. Retirement should be planned early. It all starts when you receive your very first salary.

It’s alright to pay for entertainment and leisure - as life is meant to be enjoyed. However, do not forget to save some funds for the ‘rainy days’ too!

Wishing our Muslim friends Selamat Hari Raya! ❤️

The world is a hard place to be in. Let’s always remember to be kind! ✨

Accidents happen sometimes. It’s important for us to ensure that our loved ones are protected if anything happens to us. This is where a personal accident plan comes into play. The plan acts as a financial cushion so that you’re not too impacted financially when something happens.

If you’re looking into getting a plan, feel free to drop us a message to find out more!

Most of us are striving for financial freedom - but what does financial freedom mean to you?

Living in a country like Singapore, healthcare could potentially end up being pretty costly even after government subsidies. One way of coping with this, is to ensure that you’re covered with protection insurance. It helps you by ensuring that your savings are not wiped out from paying for healthcare bills.

If you’re thinking of getting one, feel free to reach out to us!

Our finances does not only consist of big commitments such as education and housing loans. It also includes all of the small subscriptions we have such as Netflix and Spotify. To manage your finances holistically, we’ll also need to consider these small financial commitments as well.

Reach out to us if you’d like to consult a finance professional!

The economy has been down lately with the on-going war. Despite all that’s happening, we still have our financial commitments. Thus, emphasizing the important of having emergency funds.

Don’t forget to keep some cash for the ‘rainy days’!

Here’s a reminder to spread your risks when investing. You can do so by placing your eggs in different baskets, combining a good ratio of high and low risk investments.

Are you planning for a child? Don’t forget to get yourself (and your little one) protected with a maternity insurance. ❤️

Shoes are important. With a pair of comfortable shoes, you’ll be able to go on a longer journey and perhaps reach your destination. Similarly with a comfortable amount of income and savings, you’ll be able to lead a more comfortable lifestyle with less worry. Start by choosing a lifestyle that you want to have, and start planning towards achieving it.

If you’re going for a dinner this weekend, remember to offer to pay first! 😜

Money isn’t everything, but it is important to keep your finances in check. As we age, we’ll take on more financial commitments. It’ll be good to review and plan your finances as you take on a new responsibility.

If you need more advice with financial planning, feel free to drop us a DM. 😉

In this day and age, who isn’t a fan of shopping? Shopping isn’t wrong if you’re doing it the wise way.

Here’s a tip for you: Shop with rewards apps! Cash back and rewards apps make saving money fun.

If anyone needs some motivation, here’s one for you!

The sky is the limit. What’s stopping you from wanting to achieve more?

Owning a home is a common goal for everyone. Here’s a tip if you’re looking into getting your own home in the future. The main takeaway for this, is to start planning your finances early for large buys which requires huge financial commitment.

If you’d like to speak to professional, feel free to drop us a DM. ☺️

As the weekend is here, this is a gentle reminder for you to not spending unnecessarily. 😜