What's Your Wealth Strategy Style? 💰

https://storage.tally.so/67d24eaf-3c5d-463a-b498-3f2bc3009a6f/horizontal-line-divider.png

Through my own experience, and trial and error

Learn from others'  real-life success examples

Been through trial and errors, and now listen to opportunities presented but discern with self-reflection

I can try new things (my financial commitments are low)

Okay if it’s well-managed (calculated ones are acceptable)

Prefer to reduce it (preservation is key)

Avoid it unless it is necessary and meaningful

Feeling money is not enough (un-monitored cashflow)

Earning money is hard work (not leveraging on Power of Compounding)

Prefer to avoid doing things (with money) that don’t matter long-term

Seeing steady progress in my savings / investment accounts

Feeling at peace; knowing my family is protected with insurance, legacy plans and legal documents etc

Add it to my investment or emergency fund

Use it carefully or donate (part of) it with intention

I've some plans put in place, but unsure if it's sufficient

I've adequate coverage and have set up insurance nominations as well

Everything’s arranged and written down (including Will, LPA & ACP all done)

I’ve a few investments across various platforms

I focus more on preserving than growing it