Thursday, September 15, 2022

YOU earn, YOU invest, YOU protect, then what's next?

Have you heard about the wealth cycle?

1. Wealth Creation
Most of us are taught from a young to study well and then get a proper job, or some of us might start our own business or buy a franchise license, just like what I did -- joining Rockwills as a franchisee.




2. Wealth Enhancement / Accumulation
Many people will either save their money in bank accounts or fixed deposits or perhaps invest in bonds, stock, unit trusts, properties, land, etc.
We wish that our money grows, and the best is it can grow as fast as possible & as much as possible. Just like Robert Kiyosaki said, your money works for you. We wish our money/assets to grow fast.

3. Wealth Preservation / Protection
Then many of us start buying insurance policy(ies). We tried hard to protect our asset, our belonging, our monies from being theft, from being burnt and etc. We wish to preserve all our money so that it remain with us, or even though we will not around someday later, they will remain with our love one.

4. ???
do you know what's next?
Yes, It is WEALTH DISTRIBUTION!

You work hard to earn, You invest well to grow your monies, You protect them so well. and then? You are not going to just leave them behind.
How do you distribute the assets that you have built up after you are no longer around? How are your family and loved ones will benefit from what you have worked so hard to accumulate?

Contact me now
I am your professional Estate Planner
Ms. Tan
016-6825195

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