BUILDING TRANSFERRABLE WEALTH

Friday, April 16, 2010

Attending the "Insurance and Financial Practitioners Association of Singapore" Congress 2010

Posted by Lee Meng, AFC, FChFP, B.Business (Banking and Finance) at Friday, April 16, 2010

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About Me

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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