Kelly

Beware of Scam

Beware of Scam

Financial scams are on the rise, and it’s important to be aware of the warning signs. Fraudsters use clever tactics to gain access to your money, so always be skeptical of unsolicited calls or emails. Remember, if an offer sounds too good to be true, it probably is. Protect yourself by doing your research, asking …

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Retirement Calculator

Here is Alpine’s retirement calculator that may be used for various scenario. Fill up the space in blue and the number will change accordingly. Contact us if you need further assistance. You may download the file here.

Alpine Q3 Investment Talk

We had enjoyed the speech by Mr. Edwin Lee, thanks for joining us. Specially thanks to UOB Asset Management for insightful sharing and generous sponsorship. For video presentation, download from here before 31st October 2021

Are There Steps We May Take To Boost Our Long-Term Personal Wealth Even As We Are Facing Difficulties?

Our founder and CEO, Kelly Wong Li Yuin is featured in Business Today with the article entitled ‘Are There Steps We May Take To Boost Our Long-Term Personal Wealth Even As We Are Facing Difficulties?’.  1. Layout and Review Your Financial Plan  2. Pay Yourself First   3. Manage The Debts  4. Live More Frugally  5. Continue To Invest  6. Invest In Ourselves  7. Venture Into Entrepreneurship  https://1drv.ms/u/s!Aql6FP8-JnzIgrQfU3sv8mcW1G-Rvw?e=zBI2yT Feel free …

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6️⃣ Components of Financial Planning

Cash Flow Management▪️Identify your income and expenses to get the full picture of your financial status which includes assets, liabilities, and net worth.▪️A proper cash flow management includes setting short-term, medium-term, and long-term goals.▪️Budgeting is to organize how you spend your money and prepare emergency funds to cover financial emergencies. Investment Planning▪️Developing the ideal investment …

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What to do if you lose your job or like many of us who are faced with salary pay cuts?’

Our founder and CEO, Kelly Wong Li Yuin is featured in Business Today with the article entitled ‘What to do if you lose your job or like many of us who are faced with salary pay cuts?’. Review on our budget Look for other or additional income Review and assess on skills improvement Leverage on …

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Do you know how to reduce your income tax payable but increase your retirement fund at the same time?

Yes, you can achieve both wishes in one action. The voluntarily retirement saving scheme also known as Private Retirement scheme, is first introduces in Oct 2011. As many studied and research have proven that majority of malaysian’s existing retirement saving with EPF will only be able to last less than 4.5 years. To incentivize participation …

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kelly wong the edge interview

What are the ABCs of Financial Planning?

Our founder and CEO, Kelly Wong Li Yuin is featured in Business Today with the article entitled ‘What are the ABCs of Financial Planning?’. https://1drv.ms/b/s!Aql6FP8-JnzIiJVap6YzMKmwcvW_LQ?e=Bg6Cgt Feel free to send us your personal financial query to hello@alpine-advisory.com 😊  #fpam #businesstoday #financialliteracy #financialplanner #financialgoals