Crowdfunding has gained increasing prominence in recent years. Just as how TripAdvisor uses reviews by tourists to garner data to compile rankings of hotels and places of interest, and how Uber depends on private car owners to provide a. ... (more)
Shawn has been providing Holistic Wealth Advice with experience as a mentor, speaker and trainer since 2000. Being an introvert but candid when required, he is straightforward and occasionally blunt though mellowed with age, fatherhood and meditation. Clients who want to make logical and rational decisions will find him an appealing counsel.
Being naturally analytical where critical thinking is concerned, he likes to make sense of things and understand them before attempting to solve any problems. This is why he has published numerous articles in diverse areas over the years. He prefers to conduct thorough research before making any decision or coming out with a practical solution. For this reason, let Shawn understand your “context” because everyone is different and unique so that he can feel, think and act for you.
He doesn't memorise scripts, doesn't rehearse jokes and doesn't use persuasion techniques. He is the worst salesman if ever he becomes one. Being somewhat philosophical, getting things right is important. He will explore all possible options through extensive research and consultation. If this approach is inappropriate or impractical, he is prepared to take limited risks as long as those risks are quantifiable.
Shawn is also innovative and likes to develop efficient systems to find the most advantageous strategies with his creativity. This is why he has created many wealth models to simplify the complexities of wealth management into easy-to-understand strategies. Having gone through economic crises, investment successes, failures and scams, a robust wealth management system is in place to protect and increase your wealth prudently. To find out more about his Profile, Process and Proprietary Innovations, please contact him for a complimentary chat.
2 events that required some useful advice:
a) marriage: concerned with amount of coverage for myself once I start my new family with my spouse and future children. needed advice for CPF investment as well.
b) parents' retirement planning: concerned with their existing insurances coverage, especially hospitalisation and medical, and whether they have enough savings and are adequately protected to live comfortably for the next 10 to 20 years
How did Shawn Yap help you?
A thorough comparison between similar/better products than my current portfolio, allowing me to get better coverage without spending too much.
Broadens my knowledge on insurance products and applying the correct decision making factors when selecting a product. Recommendations were suitable and is in line with my goals.
I was looking for someone who can provide independent client-centric advice. Shawn is able to do that because he uses a fee-based instead of commission-based pricing model.
How did Shawn Yap help you?
Shawn provides holistic advice based on our life goals, instead of advice centred on the merits of a product. Sometimes he actually tells us to drop a product for our own good. Sometimes he tells us there's nothing to do for the time being. I can't imagine other financial consultants who use a commission-based model doing the same.
Yes. We feel secure knowing that there is someone who is genuinely looking out for our family's needs.
To help us to plan for our retirement & medical coverage.
How did Shawn Yap help you?
Shawn gives us proper & unbias advice on how should we allocate our wealth, went through our current financial status and helps us to strategize our investment and insurance portfolio.
Fee1.) Single Layer (no double compensation)
a.) Fee can be reduced or waived with product implementation.
b.) Commission can be used to reduce or waive fee.
2.) Type of Advice
a.) Holistic (Comprehensive)
b.) Modular (Retirement, Insurance, Investment, Will, Property, etc)
c.) Product (Analysis & Comparison)
3.) Subsequent Services
a.) Product Support
b.) Ongoing Advice
Please contact me for a complimentary discussion on the details.
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Certified Financial Planner (CFP®)
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States. In Singapore, the CFP designation is licensed by the Financial Planning Association of Singapore (FPAS). To receive the CFP designation, financial planners must undertake courses and pass exams for financial, tax, retirement, estate, investment, and retirement planning.
Associate Estate Planning Practitioner (AEPP®)
Holders of the Associate Estate Planning Practitioner (AEPP®) designation are familiar with the tools of estate planning - wills, trusts, powers of attorney, offshore companies, and business succession. In addition, AEPPs must complete case studies on legacy planning, inheritance, dynastic succession, and wealth missions and regeneration.