No
Frills. Straight to the Point. Just What You Need. A
Revolutionary Personal Finance Education for Anyone
Want to chop down a tree? Read
this first.
A very famous U.S. President once said, "If
I had 8 hours to chop down a tree, the first thing I would
do is spend 6 hours sharpening my axe."
By the way, his name is Abraham Lincoln,
and he did spend the first 60 years of his life sharpening
his axe, before he stepped up to become one of the greatest
Presidents in the United States of America.
He is known worldwide and across generations
for giving his life to bring freedom to slaves.
Thank Goodness we do not need to spend 60 years to
plan and strategise our Personal Finance objectives!
We now have Excel Spreadsheets and an extra hundred
years of knowledge! We can do it in just 2 days of super-charged
speed learning!
Finance Your Passion is a two-day,
fun-filled and almost maths-less workshop that gives you all the
financial knowledge and action skills to create your multi-million
dollar retirement plan regardless of what you are earning
right now. Whether you are a total newbie to the area of personal
financial planning or a long-time veteran, you will find this
course extremely beneficial in helping you to clarify and plan
for your future retirement.
P.s.: Please don't chop down a tree, it is a $1000
fine. Unless it’s your own, then you can do whatever you
want.
Content Overview
Module 1 - The Psychology of Wealth
Module 2 - Map of our Financial World
Module 3 - The Business of Me Inc.
Module 4 - The Nuts and Bolts of
Investments
Module 5 - Protecting our Future
Module 6 - Increasing Your Earnings
Module 7 - Our Gift to the World
Module 8 - Create Your Map to Finance
Your Passion
Everything in life starts from the space
between our two ears. Why do some people smile at
a wedding and while others cry furiously? How we
interpret life will determine the outcomes we get
from life.
• Discovering our
true reasons for wealth in our life
-- Why do we even work or care about our retirement
dreams? Why do we need to plan our Personal Finances?
• The Fundamental
Pillars of Wealth that will shape your Financial
Destiny -- Learn how a multi-millionaire
became a beggar and a beggar became a multi-millionaire.
Real life story and how it applies to our lives.
Module 2 - Map of our Financial
World
I stay in the East, and sometimes I
attempt to drive into Jurong estate without a street
directory. As you can guess, the outcome is really
bad! In our Personal Finance, your destination is
Retirement/ Freedom from financial obligations;
your map shows the best road you can take.
• Finance Your Burning
Passion in Life -- What is your
driving force in life? What do you want to do
when you retire?
• The $3 Million
Graduate Couple Plan-- Just by saving
and investing your annual bonuses. This is a benchmark,
meaning that it can be lowered or increased depending
on your retirement dreams.
• The sub-conscious
blocks in our life that deny us from true wealth
-- Learn to use a template to break the obstacles
down into simple action parts.
Module 3 - The Business
of Me Inc.
The first thing you are told when you
start a company is "Plan your finances so that you
always have enough to tide through any environment."
The first thing most people do when they get their
first paycheck is "Where to go and celebrate?" Any
wonder why many companies get richer as they age
while people get poorer as they age? This is all
going to change from this point.
• Understanding Company
Revenues and Income -- Concept of
what brings in the income and what is spent on
operations, investments and perks for Me Inc.
Whatever you are earning now, make sure that you
have an annual budget for yourself. Research has
shown that when people consistently record their
expenditure, they always spend less.
• Precise SpendingTM
-- The System to Increase Satisfaction and spend
less at the same time. Psychologically stay ahead
of advertisers that sneakily induce us to spend
more and more money. Learn the emotional triggers
to maximise satisfaction and reduce expenditure!
• Debt Management
for Expenses - A system of accelerated
debt reduction for anyone who may currently be
in unhealthy debt. You can also share this with
friends who might need it.
Module 4a - The Nuts and
Bolts of Investments
When it comes to Personal Finance, everyone
spends time looking for interesting ways to invest.
However, it is the simplest and most boring way
when you understand in economic terms how the stock
market works. For those of you who are allergic
to the word "stock market", trust me, you have not
heard it in this fun a way before! Read our blog
post on "Lessons to Investing in 2 mins on MSN",
if you don't believe me.
• Introduction to
Global Investing -- Learn how to
the Stock Markets, Foreign Exchange and Commodities
market work, and then be able to explain it to
a 15 year old.
• Introduction to
Global Wealth Building Instruments
-- What should I choose for my Investment choices?
The simple rule is this - if you do not feel secure
enough to put your entire life savings into it,
then the rest of the equation does not matter.
• How Portfolio Diversification
can work against you -- Is a cup
half empty or half full? It depends on who is
pouring! Learn to spot the difference between
good diversification and bad diversification.
Module 4b - The Nuts and
Bolts of Investments
... continued from Module 4a
• Property Cycle
Investing -- The difference in thinking
like a home owner and thinking like an investor.
Make this mistake and you will be stuck with a
illiquid investment.
• Creating Your Investment
Path -- Always use Investment Professionals,
unless you are willing to commit the time and
hardwork to be one! Learn the steps to choose
great Investment Professionals who will support
your Personal Finance map.
• Bonus*
-- Advanced global investment strategies. Details
withheld. This segment may or may not be taught
depending on facilitator and audience interest
level.
Module 5 - Protecting our
Future
Personal Finance protection covers everything
that may affect our finances now or ten years down
the road. The best way to set this up is to use
a multi-layered way of insurance and back door exits.
• Asset Allocation
-- Be able to differentiate in your real terms,
between liquid and illiquid investments. The definitions
are not important when it is not considered in
relation to your own life.
• Asset Protection
-- Be introduced to various forms of insurance
and instruments that would protect your capital
investments.
• Insurance Coverage
-- The coverage that can protect
your 10 years of savings from being wiped out
in one month. Cut your insurance premiums by at
least 50% and still enjoy higher level of protection.
• Note
-- We do not sell insurance products, there
will be a finance professional on site to provide
you with personal insurance advice.
Module 6 - Increasing Your
Earnings
Ask anyone why they want to earn more
and usually the answer is to "have more money".
What if I told you that when you earned more - you
get to spend less, you get to worry less about your
financial obligations, you make your job even more
secure and you increase your financial protection
for your family?
This only happens if you do it in the
right way. As they say: "The rich get richer."-Time
to get rich, and get richer.
• Increasing Your
Earning Return-on-Investment (ROI)
-- The 1000% return investment that most people
give up, once they leave school.
• The Core Skills
to Actively Increase Your Value
-- 3 Steps to power that would keep you focused
day to day and build new layers of value every
day you step into office.
• Your Passion Plan
-- Create a structured plan to increase your earnings
rather than leaving it passively to the government
or your company.
Module 7 - Our Gift to the
World
Giving to charity is frequently marketed
from a guilt, sympathy or peer pressure angle. The
ones with the most horrifying pictures or the most
peer pressure, usually gets the most sympathy money.
However, that strips away the inner joy of charity
from the heart.
Experience an inner joy that only the
richest and purest of hearts get filled with. The
joy of giving charity without the world purposely
knowing and the world purposely giving shallow praise.
• The Highest Form
of Wealth -- Following the path
of Billionaires.
• Blessing the world
with your gifts beyond donations
-- It is not the amount; it is opening the heart
from scarcity to generosity. You also become the
most powerful role model to your children of living
a generous and gracious life.
• The Global 1% Charity
-- Now that we can use global economies to enhance
the value of our charity dollar, it can take only
$1 a day to change the world.
Module 8 - Create Your Map
to Finance Your Passion
It is time to whip out our map now that
we know where we are going and the tools that are
available to us. We will mark out the roads that
we want to take, so that we can have the easiest,
most fun and safest route to our Financial Independence!
The processes in this last segment are
taken from accelerated learning systems all over
the world to help you bring your knowledge from
your brain into your life. This is where peak performance
meets classroom lecture fundamentals!
• Peak Performance
Emotional Based Goal Setting
• Designing Your
Path to Passion
• Your Power Moment
of Commitment
We always end our class with everyone
ready to step out as masters of their own Personal
Finance!
If you are better educated about financial matters,
you will be able to save a few thousand dollars
by buying the right financial products...
[At this price] for a 2 day workshop is actually quite inexpensive,
compared to many costly workshops."
- Mr Tan Kin Lian,
Retired CEO of NTUC Income
Founding Chairman, Spirit of Enterprise Singapore
Ching Chye Hou, 28, Planning Analyst,
Petrol-Chemical Industry
"The financial future ceases to be a grey box which
will work out by itself. It’s a mind-opening and inspiring
experience!"
Vanessa Ding, 29, PhD Scholar
"We should all be aware of our short-term goals and
dream about our long-term goals. Plan ahead to achieve it
with the flexibility of changes."
Goh Siew Li, 27, Speech Therapist
"I enjoyed the workshop a lot. It saved me a lot
of research. In one weekend, I get knowledge plus professional
opinion. This workshop has no frills, no extra and just
what I needed. I now have a more positive outlook to life.
I feel financially secure with the knowledge that constructive
steps can be taken now to improve the future."
Elissa Neo, 27, Financial Advisor
" Your simplified explanation of the very profound
laws also helped me understand a lot of “why’s”
– why things turn out the way they did. I wished I
had come to look for you earlier. Thanks for all your wise
advice and encouragement, Winston!"
Important Legal Financial Note - We
are not financial professionals in the legal terms and the information
shared are purely for entertaining or educational purposes. Even
financial professionals who present time to time on our stage,
do not speak in their professional capacities and do not offer
any advice or recommendations directly to any individual. They
are merely sharing their experience. We do not advise on any product
or plan or system, as every individual has a different risk appetite.
We do our best to ensure accuracy, but we will not be held liable
for any losses incurred either directly or indirectly. If in any
doubt for the suitability of any exhibited system please consult
your professional financial advisor.
Important Legal Financial Note - We
are not financial professionals in the legal terms and the information
shared are purely for entertaining or educational purposes. Even
financial professionals who present time to time on our stage,
do not speak in their professional capacities and do not offer
any advice or recommendations directly to any individual. They
are merely sharing their experience. We do not advise on any product
or plan or system, as every individual has a different risk appetite.
We do our best to ensure accuracy, but we will not be held liable
for any losses incurred either directly or indirectly. If in any
doubt for the suitability of any exhibited system please consult
your professional financial advisor.