How it began

I started of working as an Accountant and subsequently got promoted to higher levels. My last position was a Group Financial Controller in a Public Listed Company. I was not getting any satisfaction from my job. Year in year out the same routine, month end accounts, quarterly reporting and yearly audit deadlines and budgeting. I put in long working hours.

During the last two years, I was thinking about my personal life and found that I was spending very little time with my family. I decide to do something about it. I did research on businesses that can be carried out even after you reached 55 years old without causing too much stress on yourself. I also look out for business that can give you passive income, ie., income that will still flow into your pockets even though you do not work.

I also found that many people were wrongly advised by their insurance agents and unit trust agents. I strongly believe the society should understand more about financial planning. It is now my passion to talk to people about financial planning and how they too could invest in profitable investments such as unit trust. I have also found that many people have the wrong perception about unit trust and insurance.

I am involved in the Financial Planning industry since 1998 and ever since I began to realize why so many people in developed countries invest in unit trust/mutual funds. The benefits are tremendous. It is definitely better than savings using Fixed Deposits or some insurance plan call educational plan. Many people said that it is even better as compared to leaving your money in Employee Provident Fund. It is a pity so many people have left their hard earned money sitting in unproductive investments vehicles or using the wrong vehicles to achieve their financial goals.

I found the ideal business which I am passionate about.