The 'it probably won't happen to me' attitude is the most dangerous of all...
What is financial planning?
Definition from Investopia: "A financial plan is a comprehensive evaluation of a person's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans."
Just because you think you have everything you need at this moment, it doesn't mean it will be the same case in the future. When the unexpected strikes, it is a blessing to be well enough prepared to battle the consequences.
- Hilda WAN
“Macy Tse is a very careful and responsible person. She is a very sincere insurance practitioner.”
What professional services can Synergy offer you?
Estate & Trust Planning
Wealth Protection Planning
Retirement Planning
Health Reserve Funding Strategy
Shareholder's Protection Planning
And many more... get in touch to
