Book Review: Personal Wealth Management

Hi Fellow Automated Millionaires,

My Mentors always tell me "Leaders are Readers and Learners are Earners!" Hence, I decided to incorporate reviews of Book that I have read into our Automated Millionaire Blog. The first book I would be reviewing is Personal Wealth Management by Peter & the very famous Lorna Tan.

I must first admit that when I first see the cover I don't think there is anything spectacular from this book. But there is one old saying "Never judge the book by it's cover." I decided to buy and read this book. I was pretty amazed by the amount of information that is in the book. And it was then I realised how powerful is this book. As Ms Lorna Tan is the Senior Financial Correspondent of The Straits Times, hence you will find in the book articles that The Straits Times have published regarding about Personal Wealth Management.

More importantly, the book is generally easy to read and understand for beginners. Both of the Authors painstaking took time to explain in details about products generally found in the market, e.g. Life Insurance, Annuties, Investment-Linked Policies and also touching on topics like Unit Trusts, ETFs, Investment Techniques, Property Planning, Wills & Trusts, etc.

I highly recommended this book for people who wants to know an overview of Financial Planning, yet in a more simple way :) I give it a 5 stars out of 5 Stars!

Yours Sincerely,
Max Tay - The Automated Millionaire

 


Andrew Boey Written on Sunday, 22 June 2008 00:00 by Andrew Boey

Viewed 125 times so far.

Rate this article

(0 votes)

Latest articles from Andrew Boey

blog comments powered by Disqus

Upcoming CashFlow Games

SEP
11

11 Sep 2010 (Sat) - 09:00 AM - 12:00 PM
Cashflow Game

SEP
12

12 Sep 2010 (Sun) - 02:00 PM - 05:00 PM
Cashflow Game

SEP
25

25 Sep 2010 (Sat) - 09:00 AM - 12:00 PM
Cashflow Game

OCT
30

30 Oct 2010 (Sat) -
Cashflow Game

OCT
31

31 Oct 2010 (Sun) -
Cashflow Game

Upcoming Franchisee Training

SEP
16

16 Sep 2010 (Thu) - 07:00 PM - 10:30 PM
Bonding Night

SEP
23

23 Sep 2010 (Thu) - 07:30 PM - 09:30 PM
CFWA Franchise Introduction Session

OCT
6

6 Oct 2010 (Wed) - 07:30 PM - 10:30 PM
Franchisee Meeting

OCT
16

16 Oct 2010 (Sat) - 09:00 AM - 07:00 PM
Basic Franchisee Training

OCT
21

21 Oct 2010 (Thu) - 07:00 PM - 10:30 PM
Bonding Night