portfolio management
MANAGE ALL YOUR ASSETS AND PLAN FOR YOURSELF
What’s the purpose of Portfolio Management?
It’s to help you better understand your financial situation – your assets, your liabilities.
It’s to allow you to have a peace of mind that if. (touch wood) something happens to you, the needs of your loved ones will still be met, even if you’re no longer around.
Whether or not you’re rich or poor, everybody has daily expenses. In order to survive, we have to spend money on food, transport, accommodation.
All these cost money.
If you can no longer work today, who will pay your bills for you?
How will your loved ones manage without you bringing in money for them?
You need to review your policies regularly.
Why?
Because as we reach different stages in life, our goals, priorities, spending habits change.
Some policies that you bought 5 years ago may no longer be useful for you, or there might be another policy that is more cost-efficient and more apt for you now that you’re married (after 5 years).
Ah Beng Planner can ensure that you’re not paying for more than you need. And that you have whatever that you need.
