FREE Financial Planning Consultation! 20-24 March 2023

Mar 20, 2023 2:41 am

Hey ,


Happy Monday! You're getting this email because you need to know that #FinPlan4U, the financial planning consultation event that is only FREE ONCE A YEAR is happening RIGHT NOW.


The platform will go LIVE at 12pm, 20 March 2023 and 1-hour slots will be available on first-come, first-serve basis. Link: https://investsmartsc.my/virtual-finplan4u-2023/


image


Here are some things you can ask your assigned financial planner:

  • is what I'm doing now enough for the retirement life I want
  • what's the best way to manage my current debt
  • practical ways to lower my commitments
  • are my investments good and how can it be better
  • does my insurance fit my needs, and are there better insurance out there more suitable for me


Hiring a financial planner can cost hundreds, if not thousands of RM so I urge you to take advantage of this opportunity.


On that last note, if you run out of time and couldn't touch on insurance topic, then you can also get my How to Buy Your Own Damn Insurance/Takaful. It's designed to help you, well, buy your damn insurance.



image


This course is for people who WANT to buy insurance but afraid of being sold the wrong products – just want to do the research first and make the products selection yourself and/or meet the agent already somewhat informed.


The price is RM49. Discount code available for people who bought my book, Bergaji & Pokai. Details at https://howtobuyinsurancecourse.peatix.com. 


Take care and talk again soon,

Suraya


Comments