How do we Invest?
Evaluate
Gain clarity on your current situation before mapping out your goals and aspirations for the future. Recognize the GAP between where you are now and where you want to be.
What’s in your investment portfolio? What’s your run away to retirement ?
Identify
Discover the whys behind your goals & aspirations. Understanding your whys helps to prioritize the way you invest and how you allocate your resources.
What drives you behind those goals & aspirations?
Design
Craft a investment strategy to fill the gap to your future self.
How should you invest? Where should you buy? How long should you aim to hold?
Do it
Regardless of you taking action, economic cycles continues. When you take the leap, you move closer to your goals. When you stay stationary, you may slide backwards due to rising costs and inflation. Take action and stay the course. What’s next?
How should you monitor and check milestone on your portfolio?
