I am in a process of engaging a telemarketer, to follow up my leads collected from roadshows, and also to arrange appointments for financial reviews for my existing clients. I have done roadshows for almost coming 2 years now, collected over 1000 leads. I will get my telemarketer to call all these leads, and together, [...]
Continue reading...25. July 2009
In any business you are in, it is a definite advantage for you to form strategic partnership with icons in the industry. I went to Abang Abu’s (Founder and CEO of Now Asia) office just now, to get business tips and see on how we can work things out together in the upcoming future. If [...]
Continue reading...25. July 2009
My other related posts that may interest you: Technical Recession Is Here? Should We Slow Down? HelmiHakim.com Logo Is Finally Out! Strategies To Get Yourself Out Of Debt
Continue reading...23. July 2009
Everyone in the globe dreaded this “outflow” called TAX. This is my first time, I pay tax to the government…. and due to my hectic schedule (going for seminars, doing roadshows and meeting clients), I “forget” to make the payment. They send me a letter, saying that I will be fined extra $28.10. However, because [...]
Continue reading...11. June 2009
In life, you must always have a plan. There’s a saying that if you FAIL to PLAN, then you PLAN to FAIL. If you do not even care to plan, you will then be automatically be part of other people’s plan. In todays’ context, I will be touching on creating your own financial plan. There [...]
Continue reading...8. June 2009
A recent survey by OCBC bank found that 6 out of 10 parents save only up to $40,000, when planning for their child’s tertiary education. This statistic is NOT SURPRISING. During the fact finding process I’ve done for my clients, I analyzed that many have a number of endowments or investment linked plans and they [...]
Continue reading...23. March 2009
Many of us, today, are holding tight, holding dearly to our CASH, because of the economic uncertainty that is looming wide on us. If YOU read yesterday’s straits times’ newspaper, under the finance section, they recommend YOU to keep at least 12 months of YOUR monthly expenses as YOUR emergency funds instead of the usual, [...]
Continue reading...17. February 2009
Yes…. I am writing a book on Financial Planning. I will complete it by June 09 and then send it for publishing. It will be available in your local bookstores, once ready! The “planned” title of the book is “33 Common Questions People Asked Me As Financial Consultant In Singapore“… (title may change, to make [...]
Continue reading...16. January 2009
Free Thoughts Fridays’ Blog Post I have been thinking of what to write for Fridays’ Blog post. Monday is meant to be motivational, as I know many of you out there will face Monday’s blues when it comes to “Mondays”. You can read my blog post, to cheer up and get your momentum going. Wednesday [...]
Continue reading...14. January 2009
Today’s Financial Wednesday Blog Post, I will like to share with you is a concept that I learn from Adam Khoo’s Secrets Of Self Made Millionaire Book. It is a very practical and easy to understand concept that I applied and share with all my clients. This is what I call the 4 levels of [...]
Continue reading...9. January 2009
You can read the details of NTUC Income SAIL (Save As I Like) plan by clicking the link. Click Here Should you be imbued with any queries or will like me to customise this plan for your retirement needs, call me up @ +65 96520134. Thank you. My other related posts that may interest you: [...]
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4. August 2009
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