We all have questions when it comes to PLANNING OUR FINANCES. “How
much would I need to save monthly to purchase my desired house?”
“How do I start building wealth to be FINANCIALLY FREE?” “How
much should I set aside for my emergency fund?” FINANCIAL PLANNING
BASICS IS HERE TO PROVIDE YOU WITH THE ANSWERS YOU SEEK.FINANCIAL
PLANNING Basics looks at your current financial situation (your
annual income, your bonus, and expenses) and assists you with making
a plan on how much to save, spend and invest for future needs and
wants. Someone nearing retirement is going to have very different
financial plans and goals from a middle-aged working professional or a
university student.
Financial Planning Basics is part of our beginner series where you
will get insights into managing your savings and planning for your
different life goals.
Doors will open at 6:30 pm.
By registering for this event, you are giving permission to receive
occasional email communications from StashAway on our products,
marketing, and events. We promise to send only good stuff. However, if
you ever wish to opt out, you can easily unsubscribe using the
Unsubscribe feature included in the emails.
STASHAWAY ACADEMY
We understand that managing your personal finances can be a daunting
task. With so many topics to cover such as retirement, budgeting and
investing your wealth, it can be very confusing for those who have no
proper guidance. At StashAway, we have set up our very own academy in
order to share our knowledge with people like you: those who want to
take control of their finances.
We provide education and training programmes for beginners,
intermediate learners, and even professionals. These courses cover a
wide range of topics that can help you to take control of your
financial future and apply what you have learnt to real problems you
may face in your day-to-day life.
Beginners will be exposed to core financial concepts through a variety
of courses, such as "Basics of Financial Planning".
For those with a stronger understanding of their finances, we will
cover topics on investments such as Introduction to Risk,
Exchange-Traded Fund (ETF) and Basic Rules when Selecting Investment
Products.
As for the more experienced ones, we will share with you about
StashAway’s Advanced Investment Framework: on it’s risk and
returns, asset allocation and ETFs as well as the economic cycles that
exist as one of the core pillars of our investment strategy. Not only
that, the academy will educate you on the importance of having a
financial Plan B under these expert-level courses.
We are here to provide you with answers for your burning questions on
finance. We will assist you in managing your resources as well as in
implementing your financial plan to reach your financial goals. With
StashAway Academy, you can get started on taking control of your
finances, today.
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ABOUT THE SPEAKERS:
Philipp Muedder, Head of Partnerships, StashAway
Prior to joining StashAway, Philipp worked in various Financial
Services roles most recently as a senior relationship manager at
Fisher Investments.
Before that he acted as a Director of Business Development at
Worldview Advisors (formerly Maxim Global Wealth Advisors) and a
Wealth Manager at Morgan Stanley in Portland and International Tax
Analyst for Tektronix, Inc.
He graduated from the University of Maastricht in The Netherlands with
a Degree in International Business.
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ABOUT STASHAWAY
StashAway is a digital wealth manager that seamlessly builds
personalised portfolios for you based on your personal characteristics
and preferences so that you can reach your goals sooner than with
other savings and investing methods.
We built StashAway assuming that you would want decades of experience
behind your money, a device-agnostic and intuitive digital user
interface, annual fees between just 0.2% and 0.8%, unlimited
withdrawals, deeply advanced investment strategies, and real-person
customer support.
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26/03/2019 Last update