Sumi Plans & Protects

Sumi Plans & Protects I help clients with customised financial planning to ensure their long-term financial well-being 😇🥰

Most of us might know what an emergency fund is, and this is a term that we see commonly being used in a lot of the fina...
16/08/2022

Most of us might know what an emergency fund is, and this is a term that we see commonly being used in a lot of the financial videos and posts that we see online. But do we truly know
what this fund SHOULD be used for? 🤔🤭🤯

The most frequent misconception that I have seen people having about using the emergency fund is that its a source of income that we can use when we have overspent on our budget, and when we need some additional cash to fill in our remaining expenses related to our necessities. 👀

BUT this cannot be any more far from the truth! Me included!😆🤭🙊 So…

USING YOUR EMERGENCY FUND:
✅ Urgent yet unexpected expenses that suddenly occur
❌ Luxury items/expenses you can otherwise fit in your budget!






16/08/2022

I've seen so many people who have over committed themselves to policies that are too
expensive & tough for them to manage & it breaks my heart to see them have to reduce their policies or even worse, pull out and make a loss 😢😔💔

Please ensure the agent you acquire for your financial needs has YOUR best interests at heart & takes into consideration all your expenses and spending capabilities.❤️‍🩹 Its important that you stick within your budget to ensure you're always able to keep up with your payments & make the most out of your policies! 🥰🧿😇

REMEMBER: your policies have to ALWAYS benefit YOU! DM me to get an accurate review & policies that fit into your personal budget today!! 🙋‍♀️📣🙋






14/08/2022

⏳LIMITED TIME PROMO FROM:
📣 1ST TO 31ST AUGUST 2022!!

✅ 10% PERPETUAL DISCOUNT ON CRITICAL ILLNESS/DEATH/EARLY STAGE ILLNESS POLICIES
✅ 20% OFF ALL HOSPITALISATION POLICIES FOR THE FIRST YEAR

If you've been wanting to get your insurance settled, altered or tailormade to your liking…🥰

THIS IS YOUR SIGN!! 💰DM ME TO GET STARTED TODAY! 🥳😇🤝🧿







When it comes to insurance, even before we start talking about the more complex policieslike savings plan, it is crucial...
12/08/2022

When it comes to insurance, even before we start talking about the more complex policies
like savings plan, it is crucially important for us to have a comprehensive understanding of what the most basic plans are, which are meant to cover hospitalisation and critical illness. 🏥🤧😷🤕🤒

These plans sound similar but they are really not! ❌ AND both these plans are equally important to have! Swipe to find out more about what the main features of these plans are. Remember, while the details may always be confusing, 🤷🏽‍♀️ you can always reach out to me to not only understand the bigger picture but also how you can utilise these plans to the best possible extent! 😍😇🥰🤩








Everyone has to start somewhere. Do not be discouraged when you hear stories of otherswho are able to invest large amoun...
10/08/2022

Everyone has to start somewhere. Do not be discouraged when you hear stories of others
who are able to invest large amounts of money. Not everyone has to start investing the same way. 📊🤔I make it a point to work with your budget & make the best possible decisions to make your money WORK FOR YOU. 📈💪🏽🙌🏾

I too started slow and its only through years of
experience, guidance, exposure & studies that im able to understand the financial tools available and invest on a regular basis today.💰🔨 As such, I'm always here to help, encourage & share with you my personal methods of investing so if you do wanna start or if you wanna find out more, don't hesitate to DM me & I will be more than happy to help via a zoom or face to face session 🤩🥳😍🧿






My top priority for my clients is to be an understanding and empathetic financial consultant who will customise plans an...
08/08/2022

My top priority for my clients is to be an understanding and empathetic financial consultant who will customise plans and policies according to THEIR financial needs. There are numerous policies out there, but there's really no one-size-fit-all policy or plan, and this is an important fact to keep in mind as you engage in financial planning! DM me with any queries you may have & I would be more than happy to
answer them! 🥰😇🤩😊






Financial Tip #101: Create your own winning game-plan for savings in just THREE simplesteps! 😇🥰Step 1: Think of an amou...
06/08/2022

Financial Tip #101: Create your own winning game-plan for savings in just THREE simple
steps! 😇🥰

Step 1: Think of an amount you want to save on a monthly basis 🗓
Step 2: Break it down into smaller parts - how much will you need to save per day? 📆
Step 3: Follow through your daily savings goals with financial discipline! 💪🏽😍








Sometimes it becomes very easy for us to get caught up with our work and accumulating career credentials that we do not ...
04/08/2022

Sometimes it becomes very easy for us to get caught up with our work and accumulating career credentials that we do not take time off to slow down and reflect on WHY we do certain things the way we do them. Many times we fail to realize that the answers to the why question form the core of what motivates us to excel in whatever we do, and amidst my busy schedule, whenever I feel exhausted or overwhelmed, I often stop myself to ask "Why?" And this is my one and only answer. ❤️❤️❤️

As we are nearing the end of the week, slow down and ask yourself, why? Taking stock of your motivating factors and emotions can really help you gain clarity about almost anything, and I hope you benefit from some of such perspectives today! 😇🥰😇🤩🥳







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Alexandra Road
Singapore
119960

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