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Syed Afiq
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Location
Singapore
language(s)
Malay
In services from
2012
Vetting level
Basic
Method
In-Person
Online
Gender
Male
Book My Service
Qualifications
-
Key Areas
Birth & Death
Wills & Inheritance
Classes, Training & Services
Business, Finance & Marketing
Islamic Financing
Halal Investing
About Me
Do you want to Spend Guilt Free, Live Worry Free and Retire Early? When you open your door, a thousand insurance salesmen are waiting. I'm the guy who helps you avoid their nonsense with a personalised financial plan. After all, shouldn't financial products be prescribed? I've been scammed, cheated and sold financial products that I didn't understand or need. Until I became a Finance Ninja. I got my finances in order, and now I live life Fuss Free. After a decade of refining and optimising, I created the Modern Muslim Finance Method to manage money. It helps our tribe to Spend Guilt-Free, Live Worry Free and Retire Early. I've helped over 200 hundred families achieve financial security. I'm a Chartered Financial Consultant, and a former banker. I even won a reality TV show! I believe that with the right knowledge, everyone can have Happiness, Freedom and Security! Comprehensive Islamic Financial Planning for Families and Individuals. I've created the "5 I's of Islamic Finance" Model. *Income*: This module is all about your cash. It will give you awareness and clarity, and helps you take that next step in achieving financial security. We'll go deep into your Income & Expenses to generate your Cashflow Statement, your Assets & Liabilities to create your Net Worth Statement and assess your overall financial health with 9 Financial Ratios. *Insurance*: This module covers everything about your protection needs. It looks at your current and future situation, your overall levels of coverage, and any gaps or surpluses. We'll also assess the protection needs for your kids so that you're not overpaying, over-insuring, or buying redundant and unnecessary insurance policies. From there, you'll know exactly how to streamline your portfolio so that you save money and can live worry free! *Investments*: Our aim is to help you grow your money consistently and safely over the long term. This module will outline the strategy of your investments, and make tactical decisions to minimize risk and maximise your returns. You'll receive a bespoke Investing Plan consisting of a Core/Satellite Portfolio Model to supercharge your returns and achieve your dreams and goals. *Independence*: Your retirement plan should be clearly articulated, so that you can achieve it with minimal stress and confusion. This module details all the factors going into your retirement, and the events leading up to, and during your golden years. We'll help you determine the implications of When, Where, Who, and How you're going to retire. We'll also generate an Enjoying Retirement Modular Report for both sets of your Aged Parents (under the Family Plan). *Inheritance*: This module details what happens to your assets after you pass away. It's your plan to give away what you have, to whom you want to and how you want to. You'll receive an Estate Plan outlining the entire inheritance process, the key people involved, and considerations that you may have overlooked. You'll also receive your Will/Wasiat, Schedule Of Assets and a Letter Of Wishes. We'll also generate a Distribution Modular Report for both sets of your Aged Parents (under the Family Plan)
Services
Syed Afiq Bin Syed Ismail- $300 for a session typically lasting 45-60 mins
$300.00
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