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Our Story

SGMoneyMatters is founded by Ivan Guan. Professionally, he is a fee-based financial adviser and has spent more than 16 years helping people plan and invest for retirement.

He is also the author of the book “Fire Your Retirement – 3 Simple Steps to Financial Independence and Retire Early”.

A Word From Ivan

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.

Achieving 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 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.

You can also follow me on Facebook or my Telegram channel, or you can also subscribe to my weekly newsletter for practical tips and strategies to grow rich and retire early.

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 doesn’t know where to start, or
  • You want to concentrate your energy on your life and family and leave your investment on 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.

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