Free E-books

  • The real question is…

    Are you truly prepared to take the next step and venture into the world of investing?

    What does it really take to become investment-ready? And how much do you need to get started? 

    Get this FREE Investment Readiness Assessment to unlock these answers.  

  • Are you ready to empower your child with essential money skills that will last a lifetime?

    Introducing this concise guide "Age by Age Guide to Teach Your Child About Money".

    This carefully curated resource is designed to help you navigate meaningful money conversations with your child at every stage of their development...and did I mentioned that it is free?

  • As a parent, I believe it’s never too early to talk to our children about money. We can help them build a healthy relationship with money from a young age.

    Here’s a free e-book “A Child’s First Book on Money” to introduce the concept of money to your little one.

    The illustrated book is designed for you to read with your child. Hope this will spark meaningful money conversations for you. Enjoy!

Free Videos Series (Investors)

  • Did you know that numbers can tell a story? They can even offer useful insights into the future.

    Let's break down the basics of financial statements - without the confusing jargons - and dive into the key numbers you should watch to assess a company's financial health.

  • Are you meticulously tracking your expenses and cutting back wherever you can, but still wondering if you’ll have enough for retirement or whether you should start investing?  

    It’s time to focus on the numbers that truly impact your financial future.

  • Unsure when to invest, what to invest in, or if you should be investing at all?

    You’re not alone. Let’s explore the common psychological barriers that may be holding you back from investing with confidence.

Free Video Series (Parents)