What's on your plate?
Updated: Apr 8, 2020
Every ingredient is important and specially selected.
There are thousand and one chefs out there who do different dishes and have unique preference on taste. When it comes to financial planning, I believed there's no one-size-fits-all product. As an independent financial consultant, I can relate myself as not a chef who provides one dish but a master chef who can give you access to a variety of dishes to suit different taste buds.
Quote you an example: we probably won't eat a plate of garlic alone but we do eat Aglio Olio pasta, where garlic is the key ingredient. If you are on my "Aglio Olio" (comprehensive) planning, you will understand that all the ingredients (like garlic, chilli, bacon, shrimp, olive oil) compliment each other to give you the most ideal taste. We don't view them in isolation.
Be mindful not to allow your peers to tell you garlic taste awful, you shouldn't have it or shrimp is expensive, why did you have that on your plate? Not until that person knows your financial situation, future life goals and have a deep understanding of your overall financial portfolio can they make such uninformed comments. Every ingredient is important and specially selected.
"Everyone is unique thus, we should never go
around telling our friends how good our plan is and
influence them to get exactly the same."
When it comes to taste buds, everyone is unique thus, we should never go around telling our friends how good our plan is and influence them to get exactly the same or make uninformed remarks on their financial portfolio. This may cause them unnecessary distress or shake their trust with their consultant.
"Fab, how about my girlfriend or my brother, can they buy the same plan as me?"
Well, even for twins, their style and preference differs, let alone personal income and savings. Instead, welcome your peers to do "Aglio Olio" planning to tap on the platform with variety of ingredients and choices. Afterall, we are all foodies.