《收费制全方位理财规划能为你带来什么？》
《收费制全方位理财规划能为你带来什么？》 Read More »
许多人以为自己已经在理财：有买保险、有投资基金、有存款、也缴房贷。但仍常有种「财务好像一团乱」的感觉
Personal Financial Planning
What a Fee-Based Holistic Financial Plan Can Do for You
What a Fee-Based Holistic Financial Plan Can Do for You Read More »
Many people think they’re “doing financial planning” — they have insurance, mutual funds, savings, and a mortgage. But deep down, they still feel like their finances are a tangled mess.
《如何挑选理财顾问：兼顾定量与定性因素》
《如何挑选理财顾问：兼顾定量与定性因素》 Read More »
在挑选理财顾问时，许多人往往只关注数字—收费、投资报酬率、或顾问管理的资产规模。这些固然重要，但它们只是冰山一角
How to Choose a Financial Advisor: Balancing Qualitative and Quantitative Factors
How to Choose a Financial Advisor: Balancing Qualitative and Quantitative Factors Read More »
When choosing a financial advisor, many people focus only on the numbers — fees, performance, or
《您适合聘请收费制全方位理财规划师吗？》
《您适合聘请收费制全方位理财规划师吗？》 Read More »
并不是每个人都需要全方位理财规划师。有些人只需要一位税务会计师、保险代理人或投资顾问，就能满足当下的单一需求。但如果
Should You Engage a Fee-Based Holistic Financial Planner?
Should You Engage a Fee-Based Holistic Financial Planner? Read More »
Not everyone needs a holistic financial planner — some people just need a tax accountant or an insurance agent but for individuals
Understanding Time Value of Money in Insurance Planning
Understanding Time Value of Money in Insurance Planning Read More »
When we first learn about financial planning, one of the first insurance policies often recommended is medical or health insurance.
《如何挑选合适的单位信托基金 —以及避免我曾经犯下的错误》
《如何挑选合适的单位信托基金 —以及避免我曾经犯下的错误》 Read More »
投资单位信托基金（Unit Trust）是最常见的财富增值方式之一。
但在马来西亚，提到单位信托基金，很多人——包括我自己——都曾有过不愉快的经历，也因此蒙受亏损。
How to Choose the Right Unit Trust Fund — and Avoid My Costly Mistakes
How to Choose the Right Unit Trust Fund — and Avoid My Costly Mistakes Read More »
When talking about unit trust funds in Malaysia, most people — including myself — have had bad experiences and suffered losses.