MY

Financial Plan

Before you engage with a Financial Adviser or Planner, you must ask these questions ....

1) Are you obligated to put my need first? (fiduciary duty)

2) Are you fee-based or commission based?

3) What are the scope of services provided?

You should add two more questions

  • Are you independent?
  • Are you licensed to do what you do?

Feel free to contact us at Adviser@ChongKongHui.com or

leave us your contact details

Follow me in Facebook for updates