• The Last 7000 Days

    1st Dec 2021 at 8pm

    Retirement Planning

    As the days passes, the dateline is getting nearer.

    Retirement can occur at any age! Let’s structure our finances to support our lifestyle and to make our money last! In this webinar, you will get to understand why you should plan for retirement, how much is enough for retirement, how to achieve your retirement goal, and when to start planning your retirement. We will address The Retirement Realities, The Desired income stream, and formulate the strategies! Let’s enjoy our retirement, and not retire from our enjoyment! As there is a saying goes “Enjoy Endless Joy, not Joyless End!”

  • Grow Assets Even After Death

    15th Dec 2021 at 8pm

    Estate planning using trust, will & LPA

    Passing Wealth Generation After Generation.

    Estate and legacy planning is an important aspect of an individual's financial plan. Regardless of one’s affluence level, some form of estate planning is necessary to ensure the financial security of their loved ones so that they will not be unnecessarily burdened upon the death or incapacity of the client. In the case of a wealthy client, a holistic estate and legacy plan ensures the smooth transfer of the client’s legacy and heritage from one generation to another, minimizing emotional stress and unnecessary family conflicts surrounding issues such as fairness and equity. This webinar aims to provide a holistic view of how to perpetuate your wealth after death.

  • Looking for ways to create, grow, and manage your wealth?

    We can meet virtually to discuss how this can be accomplished.

  • 5th strategy

    eBook for you.

    The 5th Strategy is a 39 colourful pages e-publication on building your investment portfolio using investments assets of unique nature. In this gift, there are 6 steps in building your investment portfolio based on your risk profile. In addition, you can pick up some useful investment strategies too. Have yours today!

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    For Members

  • Testimony

    Been an honor and privilege to receive testimonies from fellow practitioners, adult learners, associates, and friends. Please slide. ▶️ ▶️ ▶️

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    I have attended several of Hock Beng’s training courses - (FNME) Financial Numbers Made Easy, Demystifying SRS, (HELP) Holistic Estate, and Legacy Planning. What made his class stand out from the rest of the courses I’ve attended is how practical and applicable his courses are. Theory and knowledge lay the foundation of what is to be taught, and once that strong foundation is laid, the rest of his courses were spent on how to apply those concepts into the participants’ own advisory practice. He is the kind of master that teaches you how to fish, such that you will be equipped to fish on your own for the rest of your life. Definitely worth the time and money to sign up for his courses!
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    I really enjoyed your HELP course - you made them really interesting. Out of all the courses, you definitely stopped me from looking at my phone during it! It was practical and applicable in my workplace. I used some of the techniques taught in the training and I have very positive feedback on my presentation. I like to thank you for your excellent training and am looking forwards to more training opportunities in the future.

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    Hock Beng is selfless in sharing his wisdom and experiences gained through his many years in the industry. He is willing to support his team and provide them with guidance to be back on track to their own target. To Learn, Hock Beng will be your trainer. To Implement what you learn, Hock Beng will be your coach. To Excel in business, Hock Beng will be your valuable business partner. I am glad to have been through the process with him.

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