Do not sell investment products such as mutual funds, stocks, retirement accounts, insurance etc
Do not give specific advice such as ‘buy this stock or that one’,
Provide one-on-one sessions with clients in order to coach performance improvement to achieve financial goals.
Educate clients regarding personal finance topics, providing strategies for success.
Ensure clients understand how investing works, investing terminology and the best time to incorporate it into their financial planning.
Encourage & support to have positive financial goals
Licensed to sell investment products (e.g: mutual funds, unit trust fund, insurance,etc)
Give advice stock advice
Keep up with market fluctuations & news daily
That being said, hardwork & discipline is needed in order to be successful. My job is to prepare you to be able to get out of debt, save more, invest and build wealth.
Fresh graduates came out from college and about to start a career
Individuals tired of living pay cheque to pay cheque.
Individuals thinking if they will have enough for retirement
Individuals thinking how can we get out of debt
People that will be retiring and was wondering if they are ready financially
Individuals that want to live behind a legacy for their generation
Need advice with simple day to day money management
Don’t know where to start and would like a step by step blueprint so that you can eliminate fear in making wrong financial decision
A personalized action plan for building wealth base on proven success principles that is custom designed to fit your situation
You want to know how much money you need to retire and have a realistic plan to achieve
Want to stop worrying about your financial future
To grow your passive revenue to exceed your expenses
You want to feel confident about your investment portfolio regardless of market condition
You need a “buddy” to keep you on track to achieve your goals and not make wrong financial decision
If you don’t know how to tackle these common issues, financial coaching may be right for you!
Work together to understand your financial issue and how you can get out of debt and achieve financial freedom
Have a monthly report send to you to ensure your networth is growing
Eliminate debt using the snowball method
Budget is a scary word for all. How to budget and where to start is always the case. Will help you make it simple
To determine what are your risk and what investment is suitable for you. What are your expectation for the investment
Retirement is not base on age but a number. Help you design a portfolio that provides a stable income to help you sustain your retirement.
You will receive a free 15-30 minute initial consultation from Daniel Wong
Will prefer to have a face to face meetup to understand each other better. Alternatively, we can also do via facetime, phone call, etc
Will start understanding your overall goals & start drilling into your current financial status
Will provide our recommendations & focus area to meet your goal
Will leave behind some tools that will help maintain the momentum and ride on your own
Have a monthly health check report to ensure you are heading to the right direction & review them if nessesary.
Complimentary 1 time 15-30 minutes consultation to understand us and we to understand you via a phone call
Private 1 on 1 meetings (one-on-one or as a couple - same price).
Establish rolling financial goals for the short-term and long-term.
Full assessment of your current financial situation.
Review of your spending habits and help maximizing your budget.
Develop an understanding of your money views and how they influence your finances.
A solid plan to eliminate debt forever.
Plan to build wealth and invest for the future.
Judgmental view on your financial status
Bias view on financial information
Sale presentation on any kind of financial products such as unit trust, insurance, etc
Unexpected hidden fees
Quick rich scheme/tips
I have started investing and already comfortable with that. I did not use Daniel's coaching service but I have asked for his help to monitor my networth. Every month I will submit my asset/liability sheet that he have provided and he will have a summary for me every month. It is indeed useful to ensure I'm always growing my networth on a monthly basis.
I just came out from college and about to start my career. I have seen in social media a lot about property investment & stock market investment. Being a freshie I know it is important to invest but dont know how to start and where to invest. After going through this coaching, I have a clearer idea how and what I should have in my portfolio and how to diversify it
Not as easy as expected. That being said with the guidance from Daniel, he helped me to have a different perspective of looking at my personal finance. Now with the help of his processes he have given together and with all the templates to follow, I got a clearer direction where I will be heading in the next couple of years.
I was in debt when I first approached Daniel. This program has helped me to come out of debt and now looking at planning for a structure passive income which can help me to achieve financial freedom.
Understand now that income is not everything. This coaching has helped me make use of my income effectively and how I can achieve my financial goals
Complementary 1 time consultation (15-30mins) via phone call
RM300 Ist time 1 on 1 meeting (1hr)
RM200 Subsequent meetings (1hr)
RM50 Monthly financial tracking