Making a Difference
to your
Financial Future
to your
Financial Future
My Story
Being always interested in personal finance and attracted by the fulfilment of a meaningful career, she joined the financial services industry with the mission to make a difference and add value to everyone whom she encounters.
In her pursue of her passion to provide financial peace of mind to her clients so that they can live in peace, she emphasized on Personal Financial Planning.
She positions herself as a “Financial Doctor”, starting with understanding her client’s concerns and needs by doing a Financial Health Check (Diagnostic).
She has 20 plus years of experience and has handled many situations while planning and advising for more than 1,000 families.
She strongly believes that everyone should consult a competent Independent Financial Advisor before embarking on a major long term financial decision be it…committing to an insurance, investment or trust.
She believes in educating to our next generation on how to manage wealth so that our wealth can last for generations. She advocates LIFE PLANNING in the bigger picture and believes in a win win relationship by working hand in hand with her clients on a long term basis.
In her pursue of her passion to provide financial peace of mind to her clients so that they can live in peace, she emphasized on Personal Financial Planning.
She positions herself as a “Financial Doctor”, starting with understanding her client’s concerns and needs by doing a Financial Health Check (Diagnostic).
She has 20 plus years of experience and has handled many situations while planning and advising for more than 1,000 families.
She strongly believes that everyone should consult a competent Independent Financial Advisor before embarking on a major long term financial decision be it…committing to an insurance, investment or trust.
She believes in educating to our next generation on how to manage wealth so that our wealth can last for generations. She advocates LIFE PLANNING in the bigger picture and believes in a win win relationship by working hand in hand with her clients on a long term basis.
My Services
My job today is to help you with three main functions of financial planning – Save, Protect & Grow your money!
Save
The first step to good money management is to adopt the right savings habits. In the consumerist environment today, many would prefer spending money on a branded watch rather than saving for rainy days or for their financial goal. Find out from me how you can take the small step towards saving for your financial goals.
Protect
Some people mistakenly measured insurance coverage by the number of policies they have, but the reality is that having many insurance policies does not equate to having sufficient coverage. Find out from me if you are really adequately covered, or grossly under insured.
Grow
The power of compounding is real and the earlier you start, the better it is. Some people choose to avoid risk by keeping savings in the bank, thinking it’s a safe haven. However, if you consider inflation, savings in the bank is the place that you definitely lose the value of your money. Find out from me how you can grow your investments while managing the risk through diversification.
Preserve and Distribute
The most important part is the one that is the most overlooked and many dread to think and plan for this. What will happen to our legacy when we leave this world? I believe that we should plan for it when we are in the right mind and not wait for the last minute. The earlier the planning the better we can fully live. Our love for our loved ones will continue to shine and lived for as long as they live.
My Achievements
Registered Financial Planner (RFP)
Bachelor Of Ecomonics
(Business Administration),
University Malaya
Videos
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Simple financial concepts that everyone can adopt to improve their financial situation immediately!
PS: This book serves to provide the tips and strategies on financial planning, but most importantly you need to apply and practice these strategies. Happy reading!
Financial Planning Ebook
Testimonials
Financial Calculator
Education Calculator
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Insurance Calculator
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Retirement Calculator
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Contact
sylviamartin@fa.my
0123831471
0123831471
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Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you to consult a professional financial consultant to take into account your particular investment objectives, financial situation and individual needs.
The owner of this website does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. The owner of this website do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.
Unless otherwise specified, the information provided on this website is copyrighted. You may not alter or modify this information in any way, including the removal of this copyright notice.