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EXPAT FOCUSED FINANCIAL PLANNING ​

This space is created to share useful information with my community on all things Financial Planning with the goal to empower and educate; demystifying the world of Investing and Financial Advice. Maximising outcomes for building and preserving wealth. 
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I am a Licensed Financial Advisory Representative at TallRock Capital PTE LTD
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HOW CAN I HELP?

FINANCIAL PLANNING

Establish and clarify your financial life goals. Build a road map to ensure you achieve your aspirations and secure your financial future.
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INVESTMENT MANAGEMENT

Your investment portfolio is the engine fueling your financial plan. Carefully created using evidence-based academic research, building and preserving your  Wealth.
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​BEHAVIOURAL COACHING

Humans are emotional beings, which is in direct conflict with good financial decision making. Long-term financial success depends upon behaviour. Better behaviors result in better financial outcomes, compounded over time.

I SPECIALIZE IN;

✅Comprehensive Lifestyle Financial Planning
✅Insurance and Protection Advice
✅Retirement Planning
✅School Fees Planning
✅Estate and Inheritance Advice
​✅Multi-Currency Portfolio Management
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✅Tax-efficient investing
✅lndex Funds and ETFs
✅Goal-based Investment Management
✅Will Writing
✅Mortgages
✅Behavioural coaching

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​"I believe you should have access to a trusted Financial Planner who specialises in what you need and is invested in your long term financial success"

Work With Me

"The best thing a human being can do is to help another human being know more"
- Charlie Munger 

CLARITY & STRUCTURE

Remove anxiety and uncertainty. Gain clarity and structure around your goals, aspirations, needs and circumstances. ​​

KEEP IT SIMPLE

Complexity is the hiding place of the ineffective. Keep things simple, transparent and clear. I only use approaches that have always worked and avoid the latest fads. 
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THINK LONG TERM

Money and time are intrinsically linked, however time is the one commodity you can't buy. Once invested, the successful investor and planner thinks in multi-decades.

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CONNECT WITH ME ON LINKEDIN​