Howdy. My name is Ivan.
I am the founder of this blog SGMoneyMatters. Professionally, I am a fee-based financial adviser and I spend more than 16 years helping people plan and invest for retirement.
I am also the author of the book “Fire Your Retirement – 3 Simple Steps to Financial Independence and Retire Early”.
Why I started this blog
In the course of my work, I have talked to thousands of people about money. What I discovered is that at the bottom of our hearts, we all look forward to financial freedom and early retirement, but few people know where to begin.
The world is flushed with information but starved of knowledge. – Ivan Guan
In 2008, I started this blog with the aim to help people make better financial decisions. At that time, the banks and financial institutions were pushing complex products and bombarded consumers with marketing tactics and technical jargon.
This is true even today. With so many regulations after the Global Financial Crisis (GFC), the financial industry is only filled with busting information but little wisdom. People who know little about personal finance often repeat what they’ve heard, not verifying if it is correct, or if they are repeating correctly.
In this blog, you will find basic but essential financial knowledge, understand common misperceptions, and acquire easy-to-understand financial resources to empower yourself to manage your own finance and make well-thought decisions.
If you are new to my blog, here is a good start for you.
How I may help for your financial freedom
Financial Freedom planning is not a standalone process, it involves many aspects of financial planning. As a licensed financial adviser, I help my clients with retirement planning and help them manage their investment portfolios on an ongoing basis.
I use a proprietary Global Momentum Compass to help my clients generate an “asymmetric” portfolio return with limited downside risks.
I am frequently invited to share my views on financial media.
I have also given many seminars and workshops for the public and corporate employees to help them understand and learn about financial planning and investment.
I believe FIRE (Financial Independence and Retire Early) is a dedicated design. Money may not buy you freedom, but it gives you security and choice. That is why you can’t achieve FIRE without investing.
But not everybody is interested in the nitty-gritty stuff. That is why I am here to help. If you are someone
- Who wants to invest but don’t know where to start, or
- You want to concentrate your energy on your life and family, and leave your investment to an autopilot
You can engage me to help you manage your portfolio.
I will give you a regular update so you know if you are on track with your financial goals and you can also learn about finance investing along the way. If you are interested in knowing more, you can contact me using the form below for a non-obligatory discovery meeting.