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Yap believes that everyone can achieve financial freedom regardless of their income level or assets. Therefore everyone should optimise their money today to start their journey to financial freedom.

Yap holds the following 5 key financial freedom beliefs and guiding principles close to his heart:


Beliefs and Guiding Principles

Yap holds the following 5 key financial freedom beliefs and guiding principles close to his heart:

1. Everyone can now achieve financial freedom

With a clear understanding of your financial freedom target and proper planning, Yap believes everyone can now achieve financial freedom.



2. Everyone is unique and deserves a tailor-made financial freedom plan

Yap believes that every individual has their own unique financial situation. Therefore, each individual needs to have a tailor-made and personalised plan to achieve financial freedom. Yap believes that the ‘one size fit all’ approach would not help a person achieve financial freedom.


3. Prescription without diagnosis is unethical

Yap and his team of independent financial advisor always perform a thorough analysis and diagnosis before making any recommendation. Yap believes that the common financial industry practice of pushing financial products without proper diagnosis will negatively affect their chances of achieving financial freedom.


4. ROI is only one of 10 factors to achieve financial freedom

Most people believe that ROI is the most important if not only factor on the road to achieve financial freedom. As a result other equally important factors are often neglected. The truth is that there are another nine factors that one must manage to effectively achieve financial freedom.


5. His client's financial success is his top priority. Yap always puts his client's interests above his own.

Working with an independent financial advisor means the clients’ interests come first. Before making a recommendation, Yap and his independent financial advisors always ask themselves whether they would act on the advice they are providing and whether this advice is in their client’s best interests.





 


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