Sakthi is an award-winning leader running his own Advisory practice for more than a decade with a strong reputation for sound advice. He runs a genuinely client-focused business working closely with high-net-worth individuals, families, and business owners in areas of Estate Planning, Wealth Accumulation, and Business succession planning.
Sakthi effectively divides his time with clients by developing and implementing strategies so that they can live their lives by their design with control and financial stability. He is also a successful leader leading his own team and grooming advisors for success. He is also a sought-after International Speaker and Maximum Performance Coach for sales professionals.
My Advisory Practice
Financial planning is an ongoing process that looks at your entire financial picture in order to create strategies for achieving your short and long-term goals. It can reduce your stress about money, support your current needs and help you build a nest egg for your long-term goals, like retirement.
Creating a financial plan is important because it allows you to make the most of your assets and gives you the confidence to weather any bumps along the way. This is where whether you are looking into your Wealth Protection, Accumulation, Management, or Distribution, I work with you to develop a good financial strategy guided by your financial goals.
I believe in approaching your financial planning from the standpoint of what your money can do, making your financial goals inspirational so saving and investments feel more intentional. Having concrete goals can make it easier to identify and complete the next steps, and provide a guiding light as we work to make those aims a reality.
Doing this can help you feel more confident about navigating bumps in the road. With more than a decade of experience in this field, I have personally witnessed that clients who have written financial plans maintain healthier saving and investing habits. A higher percentage of those with a plan have a three-month emergency fund compared with those without a plan.
Once your basic needs and short-term goals have been addressed, a financial plan can also help you tackle big-picture goals. Thoughtful investing, for example, can help build generational wealth, and careful estate planning can ensure that wealth gets passed down to your loved ones.
Why do I do this? It’s because I believe every individual deserves to be empowered to live their life by design with control and financial stability.
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Risk Management Plan
Risk is where there is a possibility of incurring a loss or facing outcomes that are different from one’s expectation. As such Insurance is used to mitigate these risks.
A Will is a legal document that instructs the administration and distribution of what a person owns (his ‘estate’) among his beneficiaries after his death
A policy nomination is a legal document you use as a basis for distributing the money that the Insurance company pays from your policy after death.
Lasting Power of Attorney (LPA)
An LPA is a legal document that allows a person who is 21 years of age or older (‘donor’) to voluntarily appoint one or more persons (‘donee’) to act and make decisions on his behalf, as a proxy or decision-maker, in the event that he loses his mental capacity.
CPF nomination provides CPF members with the option to specify who will receive their CPF savings, and how much each nominee should receive, upon their demise.
Advanced Medical Directive (AMD)
An AMD is a legal document that a person signs in advance, informing that he does not want any life-sustaining treatment to be used to prolong his life, in the event that he becomes terminally ill, unconscious or when death is imminent.
What my clients have to say about my service
Hands-on Global Supply Chain, deep International expertise in Strategic Supply Chain Management
Sakthi played a very important role in my life. Before I used his services I was ignorant about insurance. I always thought I had my risk management and wealth accumulation covered and spent my money unwisely. However, right now I have different stages of my life sorted out and in case of any emergency, I can safely say I am ready for it. Thank you, Sakthi and my family appreciates the help as well.
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Having been recommended Sakthi through a close connection, I found him to be knowledgeable, honest, and personable. He listened well to my specific needs and addressed them professionally with efficiency. I look forward to a mutually successful long-term relationship with him as my financial guide.
Ping Ping Ng
Director at Power Image & Life Skills Consultants
Sakthi is sincere and genuine as a Professional in Financial Services who is passionate about paying it forward. The solutions and proposals that he has recommended have always been done with careful consideration because he listens to my needs and wants. I like the way he simplifies and explains the bigger picture and guides me through a systemic way to plan for my Risk Management, Wealth Accumulation, and Estate Planning.