Audrey Then - Financial Planning

I believe that everyone from different walks of life deserves a reliable consultant to help them achieve their financial goals in life. I started this career path in 2014 to make a difference in people’s lives after seeing many dear friends around me get stuck with their finances. As a strong advocate in the best financial planning practices, many clients has changed their perspective towards managing their finances after meeting me.

Protect

Some people mistakenly measure insurance coverage as a basic neccesity that applies for a lifetime with just ONE single plan.But the reality is that at different stages of our lives, we have different priorities and that requires adjustments or restructuring of our insurance coverage. Find out from me if you are really adequately covered or under insured.

Save

The first step to good money management is to adopt the right savings habits. As the saying goes, you only live once and in today's uncertain world, many would prefer spending money on what they want NOW, rather than saving for rainy days or for the seemingly far future. Find out how you can take small steps towards saving and growing your investments for your financial goals in the long run.

Legacy

We strive hard to provide a better life for our loved ones and along that journey we tend to forget one important thing. That we may past away anytime. Ensuring our wealth and life values are passed on to them is a crucial part of our financial planning as well. Find out from me how you can avoid hefty legal fees and possibly leaving assets frozen that cannot be attained by your next of kin.

Managing Risk

- Personal Medical Coverage

- Corporate Employee Benefits

- Mortgage cancellation MLTA

- Income Replacement Planning

Saving Goals

- Children Education Planning

- Retirement Planning

- Middle & Longterm Investment

Legacy Planning

- Will & Trust Planning

- Million Dollar Legacy Creation

- Creditor Proof Legacy Planning

- Immediate Liquid Asset
Creation

Certified Financial
Planner - CFPᵀᴹ

Since 2024

Capital Markets Services
Licence- CMSRL

Since 2024

Million Dollar Round Table (MDRT)

2016 - 2018 / 2022 / 2026

Court of the Table (COT)

2026

PRS Platinum Club

Since 2018

Certified Estate Planner

Since 2015

Total AUM
11.5 million portfolio

Highest single claim delivered - 4 million

YOURS FOR FREE:

Simple financial concepts that everyone can adopt to improve their financial situation immediately!

Download your free E-book

PS: This book serves to provide the tips and strategies on financial planning,
but most importantly you need to apply and practice these strategies.
Happy reading!

audr3ythen@gmail.com
+60162036101

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The information provided on this website is general in nature and does not constitute financial advice. The website can change without prior notice and does not guarantee the accuracy of information, including information provided by third parties, at any particular time.

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