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If this is the first time you’re stepping into investments, you’re probably aware that you’ve got a lot of ground to cover, especially in stock investments. It’s a whirlwind of information and concepts, so we understand why it can be immensely confusing. Hence, here’s a list of basic stock concepts that you need to know! What is a stock? A stock is also known as a share, or equity. It is a financial instrument that symbolizes the company’s ownership. For investors, buying stocks increases their wealth. This is because they will be subjected to a proportionate claim of assets and[…]

Did you know that talent, money and looks aren’t always factors for success? It’s true! It’s easy to believe that only certain people will ever be successful in life but you’ve been misdirected. What makes someone rich and successful, ladies and gentlemen, are habits. Yes, you read that right. HABITS! Today we have 8 special tips and habits of the rich and successful for your guidance: 1.       They Read a Lot Reading is an enriching experience and rich and successful people know this. According to Tom Corley, the difference between rich people’s reading habits and poor people’s[…]

23.07.2019, Tuesday. History has been made. Never has it occurred in the world of financial advisory that it is possible for consultants and consumers to share a mutually beneficial relationship with just a click of an app. For the consultants – no more shunned phone calls or cold calling, no more struggles in finding new leads and now you can just sit back and let the app do the visualisation of your client’s financial health on your behalf. Afterall, a picture paints a thousand words. Open cases after cases – with the support of SyncWealth’s proprietary features, specially designed with[…]

Are you clueless about your own financial situation? Many of us do not have a clue about our own financial and retirement goals. Worse still, we do not even keep track of our spending and how much we are saving towards their retirement.  This is an issue. Everybody should know their own financial situation and goals. After losing control of their own financial situation, many of us end up accumulating insurance products that do not benefit us. Or even worse, we do not know what these insurance policies cover and end up getting policies with overlapping coverage. It will not[…]

Do you find yourself missing policy renewals and ended up in late payment? With SyncWealth, you’ll receive timely reminders way before your policy lapses. We know the importance of being sufficiently covered, and God-forbid it, we missed our policy renewal due to mistakes that were avoidable.  We’ve all been there. Mentally reminding ourselves. Getting our spouse to remind us. Writing it down in our notebooks. Typing it on our phones to help us keep track of our premiums, deadlines, bills, and all other possible payments – and that’s good. But let’s get real, that will only work if we remember[…]

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