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  • 不同的人有不同的致富之路

    一樣米養百樣人, 人因性格, 閱歷, 時勢而選用不同人生和投資方案. https://www.youtube.com/watch?v=gMvTgBDQAas

  • 投资是一辈子的事

    有些人不认同这句话!用逻辑想一下吧,钱存在银行,买房地产,做生意,扣薪水存公积金,买保险做风险转移,投资信托基金,买股票等。这些不都是投资吗? 如这是一辈子的事,那为什么不要去学习呢?

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  • eUnittrust with William Yong | Vestwa 百驊

    Be fearful when others are greedy. Be greedy when others are fearful. Warren Buffett Whatsapp Me William Yong Dee Chung 0138812119 wydcok@gmail.com ​ Financial Consultant with Phillip Mutual Bhd since 2020 Senior Consultant with BOS Wealth Management Bhd (formerly known as Pacific Mutual Fund Bhd) since 1995 till 2020 Investment Consultant with Affin Hwang Asset Management Bhd since 2016 till now ​ 期待說走就走的旅行? 教你三招搞定每年“旅遊基金” 说个许多人很难接受的真相,旅游也是消费主义的陷阱 很多人旅游是为了去而去,为了买而买... 选酒店更看中能不能打卡,说白了,钱是为了花而花 口头禅 = 难得出国、久久一次、都来了、旅行嘛…花罢了 每个月存钱的动力就是去旅行,明明花了很多钱,你却觉得很累 钱花完了很懊恼,觉得旅程并不精彩 真正懂得体验旅游的人 不用花大钱住高级酒店,和三两知己精心筹备 走到旅游的各个角落,体验当地的生活和美食 不需要花很多钱,却能收获当中的快感 换来的不是累,而是嘴角上扬的回忆 看清消费主义的陷阱,让你更轻松准备 “旅游基金” 这也是我们大多年轻会员的第一个目标:创造每年旅游被动资金 比起存钱 -> 花掉 -> 存钱 -> 花掉… 教你3招轻松累计 “旅游基金” 坚持先存后花 留住每月20-30%的收入为旅游基金,剩下的才花掉 等有钱才存是骗人的,只会离你的目标越来越来,而你会越来越老 目标是累计第一桶金RM60,000 *根据我们的经验,社会新人甚至可以留住50%的收入 下手投资 根据自己的能力选择投资工具,让钱生钱,加快达到目标的速度 固定性是累计资产的关键,而不是一味选择高风险投资工具,反而亏钱牺牲了旅游 创造被动资金 达到目标RM60,000后进行保值,留住本金,创造每年被动资金 以每年6%来计算 RM60,000 x 6% = RM3,600 让你每年“免费”旅行,和闺蜜约定每年旅游都 从此不需要再存钱 -> 花掉 -> 存钱 -> 花掉 每个月留住的钱可以帮你壮大本金,几年后让你 “冲出亚洲” 到更远、消费更高的地方旅游,真正实现环游世界的梦想。 恭喜你掌握了秘诀!现在就要马上行动! 老实告诉你环游世界是需要钱的… 假如你已厌倦了存钱花掉,旅行开心,花钱伤心的恶性循环,却无从下手… Portfolio Investment 绝对可以帮到你!点击以下链接行动吧! ​ Portfolio Investment 是专门设计来解决这5个问题: 彻底了解你的财务状况,让你不再迷茫,协助你设明确可行的目标 量身定制财务蓝图 让你知道如何有效开始 让你明确知道能有多少被动收入? 让你认识你还不认识的财务工具 让手头紧的你知道怎样减轻负担 掌握整套【理债、理财、投资、保值和现金流管理】技巧之后,你会发现300、500、1,000、4,000 都可以做到被动式及系统化管钱,轻松上手。 别等了,飞机不等人…马上报名,预祝你尽快实现环游世界 有疑问?可以跟我联系 ​ Open eUnittrust Account with RM10

  • Home | Vestwa 百驊

    Discipline is the bridge between goals and accomplishment - Jim Rohn Our Services Read More 1 Unit Trust Monitoring System Read More 2 Mutual Fund Execution Read More 3 Unit Trust Agency Consulting & Coaching With Change , Innovation & Disruption comes Opportunity Upcoming Event View Calendar Join us for more income & time If you are; looking for a rewarding career or contemplating a career change seeking for complete financial freedom thrive on challenges curious on the happenings in the financial world posses excellent interpersonal and communication skills Candidates must be above 21. Intensive training will be provided. Interested candidates are invited to e-mail their details to us READ MORE What is Vestwa all about? ​ It is basically about promoting the idea of enjoying a meaningful and happy life without financial hassles in any stage of life. ​ Vestwa is not only a slogan created for those acting upon this idea but also a business name through which it serves as a business platform for them to enhance the meaning of life through investment process by wealth accumulation and creation ​ In short, Vestwa strives to balance life with wealth and happiness LEARN MORE OUR PEOPLE To profit from investing fund, both investment strategy and execution are very important! Let our Executive Infopreneur help enhance rate of return for you! READ MORE LOG IN Affin Hwang i-Access V3 Affin Hwang Digital Transaction Affin Hwang MAP Manulife Investment Login Phillip Fame System Phillip eUnittrust RHB Asset Management Vestwa Pintu System TA Investment Login Webmail Vestwa Webmail SAP

  • eUnittrust with Kho Ming Soon

    Build reserve for future cashflow Kho Ming Soon, Calvin 0168898789 calvinkho@gmail.com ​ Group Financial Consultant with Phillip Mutual Bhd since 2020 Group Consultancy Manager with BOS Wealth Management Bhd (formerly known as Pacific Mutual Fund Bhd) from 1995 to 2020 Senior Group Manager with Affin Hwang Asset Management Bhd since 2016 on Private Retirement Scheme (PRS) Certified Financial Planner status with Financial Planning Association of Malaysia(FPAM ) since 2012 Bintulu Liason officer at Financial Planning Association of Malaysia (FPAM) Sarawak Chapter Youth Secretary of Persatuan Hii(Kho) Bahagian Bintulu Committee Member at Bintulu Chinese Chamber of Commerce & Industry (BCCCI ) from 2019 to 2021 ​ Whatsapp Me Out of gallery Never fully invest at ALL time Dana Makmur Pheim won 50 Lipper Fund Awards in 19 years ​ Dana Makmur Pheim has consistently outperformed the market and ranked top quartile for rolling back 15 years ​ Sales Charges: 5% RM10 as investment to opening account with eUnittrust ​ Dana Makmur Pheim Fund Factsheet RM10 as investment to opening account with eUnittrust RM1000 as addition investment if you already have account with Fame system Sign up an account with "eunittrust" now! Now you can invest unit trust from 0% to1.5% sales charges only ! (0% sales charge during campaign time) Herewith the link for Online Account Registration with eUnittrust Please click the below link to open an online account in eUnittrust of Phillip Mutual Fund. You need to fill up 5 Forms as follows: 1) Applicant Application Details, 2) Employment Details 3) Foreign Account Tax Compliance Act(FATCA), 4) Common Reporting Standard(CRS), 5) Investor Suitability Assessment Form(ISAF). eUnittrust will debit RM1 from your account to validate your account with Philip Mutual for as an investment in Phillip Money Market Fund (i recommend you invest RM10 on this time to take advantage on the roundup benefit on monthly income distribution) Also please ensure that you have the following picture ready stored in your phone/computer.: 1) NRIC Front 2) NRIC Back All the above need to be uploaded together with your application during final steps. Should you have any queries, please do not hesitate to contact me. Please click below to register eUnittrust (operated by Phillip Mutual as a online platform) https://www.eunittrust.com.my/home/Register?QWNjVHlwZT1VVFdyYXAmV3JhcEZlZT0wLjAwJkFDb2RlPVBNRjAwNjU2 Kho Ming Soon, Calvin. Tel: 0168898789 (wechat, whatsapp, zoom) Email: calvinkho@gmail.com (google meet) www.facebook.com/calvinkho89 ​ ​ Is My Consultant Authorised? This online verification is intended to facilitate members of the public to ascertain whether individuals they are dealing with, for purposes of investment or contribution into unit trust schemes or private retirement schemes, are registered with FIMM as Consultants. Only individuals registered with FIMM as Consultants are authorised to promote, market and distribute unit trust schemes and private retirement schemes. Members of the public are advised to report to FIMM at 03-2092 3800, or the Securities Commission Malaysia, if they encounter unauthorised individuals promoting, marketing and distributing unit trust schemes or private retirement schemes. ​ https://www.fimm.com.my/search/ Why eUnittrust.com.my Diversified Investment Portfolio Build and manage a comprehensive and diversified investment portfolio in one single platform without the hassle of going to different fund house. Live Chat Support Quick assistance from our client service team Monday to Friday (9.00am – 6.00pm). One Stop Platform ​ Over 500 different global or local Malaysia unit trust funds available for purchasing online ​ ​ ​ ​ Secured Online Transactions ​ FPX (Financial Process Exchange) gateway enables secured online payment from participating major Malaysian internet banking account. Real Time Unit Trust Fund Information ​ Comprehensive information on daily prices, fund performances, with tables and chart to assist investors in making better investments. ​ ​ Easy Access & Free Account Opening ​ Easy, simple and user friendly platform. Opening an account is FREE. Be an Investor Today ​ Individual Account Document Required to open account : Malaysian : Photocopy of NRIC Foreigner : Photocopy of Passport ​ Joint Account Document Required to open account : Malaysian : Photocopy of NRIC Foreigner : Photocopy of Passport Below 18 years old : Photocopy of Birth Certificate Be An Investor Today ​ Individual Account Document Required to open account : Malaysian : Photocopy of NRIC Foreigner : Photocopy of Passport ​ Joint Account Document Required to open account : Malaysian : Photocopy of NRIC Foreigner : Photocopy of Passport Below 18 years old : Photocopy of Birth Certificate Want to Open An eUnittrust Account The Smart, Flexible & Affordable Ways To Invest In Unit Trust Scheme Cash Plan or Lump Sum Investments ​ This is where an investor has a lump sum amount to invest into a unit trust fund. Over a period of time, the value of initial investment may increase as income may be earned by the fund, or may decrease as the market value of the underlying assets of the unit trust fund may fall. ​ Regular Saving Plan ​ ​ An investor may invest in unit trusts funds by making regular (e.g. monthly or quarterly) investments to their fund. This may be a more disciplined approach to invest in unit trust funds. By making equal and regular contributions over a period of time, this may reduce the impact of market volatility. This is commonly known as dollar cost averaging. ​ EPF Members Investment Scheme ​ Investors may also invest into unit trust funds from their EPF Account 1 if he or she is eligible. EPF members can refer to their EPF statement as well as the Basic Savings Table to check their eligibility and quantum of investment allowed. ​ ​ ​ Register Free eUnittrust Account eUnittrust Existing Client Login here eUnittrust Login Passion, Action, Dream-Big, Integrate Whatsapp Me about kickstart Business

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Forum Posts (7)

  • Understand Unit Trust Account in Phillip Mutual & eUnittrust

    7 digits numeric start with 04xxxxx is KWSP investment with BOSWM via Fame system 8 digits number start with 90xxxxxx is cash investment with any fund houses via eUnittrust 7 digits number start with 91xxxxx is cash investment with any fund houses via Fame system

  • Form & Processes for Phillip Mutual

    You need to submit a complete set of documents to Phillip Mutual's Agent Phillip Mutual has 2 methods to submit forms and register an account Manual/Conventional Online/Digital via www.fame.com.my Phillip Mutual has 3 investment plans to select 1. Cash Plan / Lumpsum 2. Regular Saving Plan 3. EPF Plan Unit Trust Cash Investment 1. For First Time Investor with Phillip Mutual Berhad Fund Master Form (Account Opening Form) Investor Suitability Assessment Form Proof of Payment Copy of investor NRIC 2. For Additional Investment PMB Transaction Form Investor Suitability Assessment Form Proof of Payment For transfer from Deceased to Administrator/Beneficiary Refer to [1. First Time Investor with Phillip Mutual Berhad], no need proof of payment. but required [Transfer form] https://www.phillipmutual.com/help-centre/forms/

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