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3 'Responsible' Financial Decisions That Are Structural Time Bombs
After more than 10 years in financial services, I've discovered the three financial decisions that families make which are structural time bombs even when they think they're being "responsible." Case study 1 My client came to me after her divorce. Her husband used to do all the planning for them. Now she needs to look after herself. She told me she set aside a sizeable monthly commitment every month for her investments. These investments originally were supposed to be jointly

Janice Yip
Feb 156 min read
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Why Law of Large Numbers Is Not The Answer To A Lack Of Clients
Not enough clients is a common concern in my industry. Depending on who (client/advisor) I speak to, I get very interesting views on this...

Janice Yip
Feb 14, 20227 min read
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Why you should meet up with a financial advisor
Have you ever felt you wish you didn't pick up a call or meet up with that friend who is now trying to talk to you about planning for...

Janice Yip
Jun 24, 20194 min read
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Things to know when considering an Endowment
Do take note of these commonly overlooked details when deciding which endowment plan to take up. Endowment plans are typically known by...

Janice Yip
Mar 4, 20192 min read
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