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What is 7CAPITAL? by Mind Map: What is 7CAPITAL?
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What is 7CAPITAL?

7CAPITAL touches on the 7 aspects of fundamental of financial principles adopted and conceptualised by Chew Hock Beng.

Creation

Firstly, we need to Create the financial objectives, based on one's current resources, i.e. the cash flow from various income source and the assets acquired so far. Knowing your financial ratio helps you to better manage the finances.

Set your financial goal

Financial Statement

Estate

Budget

Investemnt

Preservation is the key to protect the capital already accumulated so far. Not only do we preserve the capital, we works towards enhance the growth of the assets. We help clients develop an investment program that is appropriate to their unique situation, yet will grow at the desirable rate. With the help of our proprietary tools, clients stand a better chance of enhancing their investment return, thereby fulfilling their long term financial dreams.

The ART

Game Plan?

Risk Type

Objective

Fundamentals

Protection

Any financial plan without placing any proper risk management in place is futile. The reason is simply Insurance planning is the foundation of a sound financial plan.Without an adequate protection plan in place, clients will be vulnerable to the effects of a chance misfortune which may cause tremendous financial loss. Our planning helps to ensure that client's lifestyle will remain intact even in the event of such misfortune.

Principles

Risk Management

Circle of Life

Issues

Options

Accumulation

Accumulation of your capital is the the next important planning area. Here you will get to know your numbers to achieve your long term accumulation goal. In Singapore, the two most common needs are RETIREMENT Funding and Children EDUCATION Funding. We help clients to develop a realistic and achievable program to meet these needs.

Save

Invest

Protect

Preserve

Tax-effective Transfer

How you want your capital to be Transferred depends on on how you are going to distribute your wealth? Here we will look at preserving and distributing one's estate. The only certainty in life is that it will not last forever. We help client to develop an effective and efficient Estate plan so that the legacy of the client can be well preserved and distributed according to his wishes.

Transfer

Tax

Annualized

Achieving financial independence when one retire is certainly an important goal in life. Annuity is an important tool to allow the retiree to have a smooth flow of income and creative use on annuity concept would enhance the capital further. Isn't it true that the only person who can take care of the older person we will be someday is the younger person we are today? And, whether we get to enjoy our retirement, or we could retired from our enjoyment... it's a matter of choice.

Period

Source of income

Leverage

Finally, adopting proper financial Leveraging would enhance your wealth position. Akin to how the way the gears in your car transfer engine to speed to road speed, financial leveraging or gearing would accelerates (or decelerates) your returns on investment. With proper planning, financial leveraging can be successful only when the risk involved is fully understood.  

Double edged Sword

Type

Loan

Who is it for?

Busy professionals

Busy working professional who values quality financial & investment advice.

accumlator

For those who has already accumulated wealth to achieve their Financial Independence within 10-15 years.

in control

For those who want to be in control of their time and money.

My Contact

Contact Chew Hock Beng