I am Eric Weng. Please do share with me
your thoughts on business and family Risk and Wealth management.
我是翁清昭, 欢迎您与我分享
您对企业及家庭理财、理险的看法。
My profession as Financial Services Consultant is all about empowerment!
It empowers me to help a businessman who suddenly has to run his successful business with a new business partner who owns half the company’s shares but knows nothing about the business and questions his every move. And to help a widow who has involuntarily inherited her late husband’s favourite business shares in a business which is totally alien and hence unbearably stressful to her and her children. Has this smooth sailing business just hit an iceberg? Will it sink?
Imagine the widow's deep sense of relief when her late husband's business partner is bound by the Business Buy-Sell Agreement to promptly buy from her her late husband's business shares,at the price already agreed upon by her late husband! Listen to the surviving business partner heaving a sigh of relief when the money for him to pay the widow without delay is provided by the Death Benefit of the Business Life Insurance just in time for him to met his contractual obligations.
It empowers me to find the best surgeon to remove my customer’s cancerous prostate with minimal disruption to his delightful addiction to visiting historic and scenic sites in China with his wife. Traveling vicariously with them through their travel photographs of this vast land steeped in 5,000 years of history, Geography and History which I flunked in school, are now my favourite subjects!
It empowers me to custom-design a pair of Financial Vehicles for a 32 -year old Nepalese Research Engineer to transport him safely and comfortably through an intermittently stormy, turbulent external environment, completely on auto-pilot. One vehicle grows his first Passive Retirement Income. The other hovers overhead as his first “Guardian Angel” against Early Critical Illnesses.
A former head of a university department invested six separate lump sums totalling $217,350, at random points in the economic cycles, over a ten-year period. The total portfolio grew to $457,884, beating the 4%-benchmark by $159,720. The Net Compounded Annual Returns on Investment of four of the lump sum investments were 9%, 11%, 14%, 15%, respectively.
How delighted and grateful, when my customer of 20 years invited me to a special farewell dinner to mark his retirement from supervising scores of Doctor of Philosophy candidates at his university.
I delivered to the soon retiring professor an over-performance over and above the 4%-benchmark, equal to the sum total of his initial seven separate lump sum investments, invested at random points in the economic cycles, over a 19 year period. Three out of his seven lumps sum investments each achieved 11% Net Compounded Annual Return on Investment.
Can you see why I feel so exhilarated by the empowerment that has been given to me as Financial Services Consultant to make such wide-ranging positive impacts on Business Owners, Professors, Engineers, Doctors, and their loved ones, in every stage of their lives?
In their very busy and fruitful lives, they may or may not have remembered to put Time to do the Heavy Lifting for them, Compounding their Savings. They may even have forgetten to appoint a "Guardian Angel" against Early Critical Illnesses.
I feel fulfulled to see my customers going about their own favourite daily activities, onboard my Non-Intrusive Financial Vehicles which will transport them in comfort and safety to their respective desired Financial Destinations. Each of my custom-made Financial Vehicle is discretely powered by a Proprietary Optimal Hybrid Engine of Human and Artificial Intelligence.
May I invite you to try out my Financial Planning tools located further down this web page, and also offer you a free ebook on GoalsMapping for you to download and comment on the ideas inside the eBook?
The Best Time for you to Test Drive my Financial Vehicles was Yesterday. Happily, Today is even better (and available) before it too becomes Yesterday. Shall we?
I make your money work harder and safer for you
我能帮您的资产更快速增值并管控其波动度
Singapore is ranked among
the top Global Financial Services Centres
新加坡是世界上最优秀的金融服务中心之一
Healthier, Longer, Better Lives
更健康、更长寿、 更美好的人生
My Professional Services
我的专业服务包括
SAVE
储蓄
PROTECT
保护
Some people mistakenly measure insurance coverage by the number of policies they have, but the reality is that they know not what these many policies do not cover! Why not bring all your policies and find out during our meeting whether if your key concerns are really covered?
For a business, having the right insurance ensures its survival and protects the livelihood of all employees. Ask Versace, the international fashion design house!
GROW
增值
The power of compounding is real and the earlier we 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 we consider inflation, savings in the bank is the place that we definitely lose the purchasing power of our money. Find out how we can grow our investments while managing the risk through diversification.
PLAN
规划
Plan your Financial Future today! Set the right financial budget for each of the multiple goals you want in life. Get to know the
GoalsMapping Approach,
& avoid the Linear Approach which will lead you to the 3 Traps below
1) The Debt Trap
2) Over-spending on a goal
3) Time too short for desired
Compounding of Returns
for subsequent financial goals
BUSINESS INSURANCE
企业人事风险治理
In the exhileration of pursuing business Growth, it is easy to forget to protect the very Goose that lays the Golden Eggs, the Key Person. Versace, the international fashion design house could tell us more!
4 in 5 SMEs know that losing the Key Person will do serious damage to their businesses:
* 72 % say unable to find a Successor quickly
* 88% say will incur Profit & Revenue Loss
* 88% say will face Cashflow Problems
Yet, many fail to act, and among SMES that do not have Keyman Insurance
* 34% do not know what Keyman Insurance is
* 51% feel Keyman Insurance is unimportant
as they have other insurance
* 13% say they have no extra funds
to buy Keyman Insurance
Market expansion & funding for future growth are their top priorities at the expense of
essential protection
against Titanic business risks, like:
-- Keyman Insurance
企业关键人员保险
-- Funded Business Buy-Sell Agreement
企业合伙人之间买卖协议资金
-- Guarantor Insurance
担保人保险
HOLISTIC ESTATE & LEGACY PLANNING (H.E.L.P.)
全面遗产与传承规划 (全遗传规划)
An estate plan gives instructions on how we want our money and other assets distributed after our death. Find out more about estate planning, and why it's important even if we have no dependants.
Key takeaways
Who can ensure you will avoid the traps below?
如何防止以下传承陷阱?
* Conflict 家族成员闹上法庭
* Confusion 遗产传承整体混乱不堪
* Costs 昂贵而且完全可避免的花费
My Achievements
我的学历、专业经验
Top Employee Benefits Consultant
员工福利顾问 排名第一
1st Runner-up
Employee Benefits Consultant
员工福利顾问 排名第二
Million Dollar Club
百万俱乐部
Assoc Financial Planner
助理财务规划师
Assoc Specialist in Estate Planning
遗产规划助理专家
Videos
YOURS FREE
免费下载(点击以下绿色键钮):
Simple financial concepts that everyone can adopt to improve their financial situation immediately!
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简单又实用的财经概念
电子书
POPUP
Contact
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