BUILDING TRANSFERRABLE WEALTH

Monday, July 6, 2009

Lee Meng, AFC, FChFP, B.Business (Banking and Finance): This is my 11th year in the financial services business. I love what I do! It is a feeling of simple joy that I get every single time I see someone becomes better off as a result of my intervention. I am playing a role of helping my clients to deal with complexity, especially in this age where there is simply too much information. I help them to deal with the complexity of finances. The value I create is to allow them to get a sense of simplicity about their thinking, decision making and actions. In another words, to provide them with simple financial concepts and structure to put their finances in order. The method I use is to build transferrable wealth. It is a method of financial planning with the specific objective of helping people to achieve 2 outcomes, to accumulate wealth in his or her lifetime and being able to transfer this wealth to someone or a cause they care about after their lifetime.

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