Needs evaluation: Fee-for-service Advisory

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Comprehensive financial advisory can consist of all of the below, but we advise you only to pick the ones that are Urgent ➕ Important to you to get started.

This is also a way for you to 'test drive' the advisory process by narrowing your scope or needs.

After you pick the issues you need to be resolved, we will then evaluate your application and response(s) to see if there is a good fit.

Note: You may NOT get a response from us after you applied if we think there isn't a good fit (based on your response below). We only work with a specific demographics of clients; Fee-based, independent financial/investment advisory is NOT for everyone.

If we feel there is a good fit, we will then send you a link for you to self-schedule a phone call with us. In that phone call, we will:

1️⃣ Understand you and your current situation by asking, 'what are the...'

🔸..things you need any advisor to look at?
🔸..approach you prefer?
🔸..outcome you'd expect?
🔸..actionable insights you'd find useful?
🔸..answers you are seeking?

2️⃣ Propose how we are going to address your situation

3️⃣ Quote you our consultation fees after understanding your situation and needs (because fees will depend on estimated time needed to deliver the advisory, and the time needed depends on what advisory scope you need, plus how complex it is - which can only be known after we get to know your situation in detail)

Lastly, highly recommend you to check out our extensive clients' testimonial HERE - https://howtofinancemoney.com/testimonials2/

And Frequently-Asked-Questions page here: https://howtofinancemoney.com/faq

Contextually, our advisory will address your 'Unknown Unknowns', but often, it will also cover the 'Known Unknowns' or the 'Unknown Knowns'

Also, watch this ONE Minute Message I have for you

Then, this will answer your question whether it will be Affordable for you

Finally, this will answer your question - 'How is it going to be like'

1) Which of the problems below you need to resolve? *

I want non-biased financial consultation, not sales talk to buy financial products (you are not going to get any)

I want to benchmark myself against what and how other people are doing/have done it

I want to do a thorough financial health check to ensure I don't overlook anything critical

I want to know how to quantify my exact insurance needs

I want to review my insurance policies to reveal what they really are and whether they suit me now

I want to know if I under-insure or over-insure myself and my family

I want to thoroughly compare/restructure my insurance options to get the best cover at lowest cost

I want to get non-biased advice on my investment portfolio and recommendation for improvement

I want to know if what I am doing now is enough to achieve my financial goals at age [ ]

I want recommendation on how to achieve my financial goals faster with what I have now

I want to settle my debt more efficiently (pay lesser interest, clear it quicker, evaluate options...)

I want to invest in a low risk & consistent return portfolio, with minimum impact from market downturn

I want to improve / revamp my underperforming property investment portfolio

I just want to make quick money by hook or by crook

I want to plan to fund my children education without jeopardizing my own retirement

I want to know how to achieve most, if not all of my financial goals with the right balance

I want to 'stress-test' my retirement fund so I don't run out of money before running out of life

I want guidance on building my passive or side income stream online (see this: https://howtofinancemoney.com/passive-income-in-malaysia)

Other:

Required

2) Your name again? *

3) Your email? *

4) Your phone#? *

5) Your Profession? *

6) Your Age? *

7) Your budget for 'Zero-Sales-Talk' financial consultation? *

No budget (want it to be Free)

Less than RM 1,000

btwn RM 1,000 to RM 2,000

more than RM 2,000

Confirm you have READ these pages: *

Our clients' testimonials: https://howtofinancemoney.com/testimonials2

Answers to FAQs: https://howtofinancemoney.com/faq

Required

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