课程

【理财基础班】 - 2小时 理财4大重点

【你具备财商吗?】【别人都怎么理财?】【人脉真的重要吗?】

 

通过2小时让你了解财商4大重点!正确的理财观,让你少走冤枉路!

15年经验讲师通过分享亲身经历,让你大喊 ”原来理财赚钱这么简单!”

- 准备笔记和笔 ?

Teachers Info

Eddy Yu

Eddy Yu

  • Website: http://www.example.com

    服务年限

    12

    语言

    英语、普通话、粤语、闽南语、
    马来语

    资格

    管理系学士学位, 寿险与普险, 回教保险, 信托基金投资, PRS私人退休金, 财务规划, 遗嘱与信托, 组织经理

    成就

    10年连续旅游奖,国际龙奖,美国百万圆桌,SES组织领导旅游奖,2021全年组织进步奖

    一个好的财务规划可以解决人生87%以上的问题,我有良好的财务规划知识,我会陪着大家一起做好财务规划,一起在人生中成长

    概括

    我以第一优等成绩毕业于泰莱管理系学士学位。2007年正式与大东方寿险签约。这么多年里,我获得很多宝贵的知识与经验。我和大东方一同成长,活得更好。

    我常常分享我的理财知识与经验,协助了许多家庭有效转移风险。我热忱与诚信,顾客都非常喜欢我。我每一年都会定期给顾客保单审视作为服务与回馈。

    我的愿景是利用财富规划4部曲去协助大家完成财务规划,实现梦想。这4部曲分别是创富、守富、用富和传富。我确信,您会乐于和我见面!

    A Good Financial Planning Can Solve 87% Problems In Our Life. I Have Good Financial Knowledge. I Will Guide Everyone To Have A Better Financial Planning And Growth Your Future Together.

    Summary

    I graduated with First Class Distinction in Diploma in Management from Taylor's College. I joined Great Eastern in 2007. Along the years with Great Eastern, I gained a lot of knowledge and experience. I growth and live great with Great Eastern.

    I helped people to transfer risks through my financial knowledge & experience sharing. With my passionate & ethical, clients very satisfied with me. I take my initiative to do yearly policy review for them as my services.

    My vision is using 4WA system which is Create Wealth, Conserve Wealth, Enjoy Wealth and Heritage Wealth, to accomplish everyone's goals.  I'm sure, you will feel great to see me!
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联系方式

62-01, Jalan Perjiranan 15/2,
Bandar Dato Onn, 81100,
Johor Bahru, Johor.

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