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Financial Planning workshop

David Phuah, CFP, AEPP

Saturday, 18 April 2020 from 10:00 to 12:00 (Singapore Standard Time Singapore Time)

Financial Planning workshop

Ticket Information

Type End
Financial Freedom   more info 16 Apr 2020 Free  

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Event Details

What does Financial Freedom mean to you? 

  • Financial freedom is having the passive income to enjoy your lifestyle that you want with your loved ones.
  • Can anyone achieve financial freedom as long as they work for 20 to 40 years?
  • Why can only about 3 to 4 persons out of 10 ever achieve financial freedom?


What is your dream?

All working adults have this one dream i.e. to be able to stop working and be able to maintain your lifestyle till age 85, 95 or even 100!


How will your retirement looks like? 

Can you imagine yourself working from 8 to 5 till age 85 becasue you can't afford to stop working. You may wonder whether you have the health or passion to work for so long without enjoying your life!

Picture yourself and your spouse, fit and healthy, jogging on the beach at a holiday resort enjoying your retirement lifestyle!

The Open Secret to achieve your financial goals in life is to start planning. Sir Winston Churchhill said, "He who fails to plan is planning to fail".


Who should attend? 

For any working adults who hope to achieve financial freedom so that they can afford their lifestyle when they stop working.


Learning Outcomes

  • Learn the five powerful habits and strategies that can help you to achieve financial freedom.
  • Learn how the latest Fintech Financial Planning software can help you map out your goals, life scenarios and ensure that you can achieve all your goals, handle all the worst life scenarios and never run into any financial crisis!
  • Learn how you can plan with Clarity, Accuracy, Transaparency and Instantaneous data input/output (results)
  • Get a free planning session with David using the software



From Mr. Chew -  Assistant GM

I have seen the software in action when David was doing an annual review of my financial plan. The output is intuitive and relatively easy to understand.

During our financial planning discussion, we could test certain theories and make changes to the planning parameters. The result of these changes were calculated instantaneously with recommendations. These results can be easily interpreted with David's explanations. It also strengthens David's theories and clarifications since the software includes graphs in its presentation.

This software benefits both the financial planner and customer in terms of speed of churning out the plan, and ease of interpretation of the data.



​From Mr Ba - Engineering

David's Financial Planning workshop was very well-organized, succinct and helpful. We have learnt powerful tips to kickstart our financial planning journey as young working adults. David was also very willing to take questions and share his own experience with us. At the end of the session, he gave us a planning session using the Fintech financial planning software, which was our most favorite part of the session as we get to see various scenarios of our future financial life laid out in front of us. This has definitely motivated us to set our goals, manage our finances and plan for our future as early as possible. 
This is definitely a recommended introductory workshop for people starting to seriously consider financial planning. Thank you so much, David!

Do you have questions about Financial Planning workshop? Contact David Phuah, CFP, AEPP

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When & Where

St. James's Place Wealth Management
1 Raffles Place, #15-61
One Raffles Place
Singapore, 048616

Saturday, 18 April 2020 from 10:00 to 12:00 (Singapore Standard Time Singapore Time)

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David Phuah, CFP, AEPP

About the Speaker?

David Phuah is a Certified Financial Planner with 17 years of financial planning experience. He passed his CFP examination in 2002 and earn his CFP professional title in 2004 after gaining 3 years of relevant experience with an Iindependent Financial Advisory company.

Ever since, David has been focusing on financial planning processes and advisory based practices. Most of his clients are those who are committed to the financial planning process and seek to building a long term advisory relationship with David in order to achieve their financial freedom and protection for themselves and loved ones. Clients can expect David to put their interest first which form the foundation of his practice. David is one of the finalist in the FPAS Best Financial Planner Awards 2019 under the FA category.

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