“I strongly believe that a key ingredient to our clients’ financial success is money coaching.”
In money coaching, we categorise individuals into eight money archetypes, help them understand how their money types are formed and what they can do to improve their money habits.
In this episode, I will detail the eight money archetypes and why it is essential to find out more about these unconscious patterns, beliefs and behaviours that have made you who you are today.
Important note: The key to helping our clients achieve their financial goals is to really ensure that they stick to their wealth or investment plan.
View the full list of podcast episodes published here.
The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
Music courtesy of ItsWatR.
For more related resources, check out:
1. Ten Seconds of Wisdom: What We Talk About During the Discovery Meeting
2. Are You Getting the Best Value from Your Wealth Adviser?
3. A Stitch in Time Saves Nine – Do Both Annual Health & Financial Screening
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.