Books

Wealth Management Isn’t Just For the Rich is your guide to building your wealth to achieve your life goals by focusing on how you think of money and creating the right investment strategy for you! No matter what your life goals are, this book gives you investment strategies that can help you reach them. From your first investment to managing your portfolio, I will help you create a strategy that’s suitable for you.

As you read this book you will:

  • Change your perspective on money by learning to pay yourself first!
  • Build an investment portfolio by choosing the right mix of assets to create the income stream necessary to reach your financial goals.
  • Understand how to handle the ups and downs of the market without fear.
  • Avoid common mistakes new investors make and learn how to build a portfolio that reflects your level of risk.
  • How to find the right financial advisor to help you build your investment strategy.

Testimonials

“Wealth Management Isn’t Just for the Rich is a must-read for the beginner investor wishing to take the first step towards understanding personal financial management. Sissi’s introduction of concepts including goal setting,budgeting, risk management, and diversification are all crucial elements behind building a nest egg. I highly recommend this book to anyone who wishes to begin the journey of leading a fiscally responsible life.”

-Mary Kuo, Ex-President of Columbia University Club of Singapore

 

“Sissi puts the world of investments into an easy to read guide for a beginner, but she also explores concepts that even an experienced investor will appreciate. I appreciated how she honed in on different asset types, using them to explain various strategies. It was a great read and a perfect way to start out in the world of investing.”

– Mathew Welch, Partner at Asia Capital & Advisors

“I have worked with Sissi as a financial advisor, and it is clear that she has translated her warm and honest approach to her book. Pick up this book, and you are in the office with Sissi as she explains everything from the best savings options to allocating your investment portfolio. I highly recommend this great read for anyone ready to take the next step of actively managing their wealth.”

– Ryan Ng, Managing Partner, Urban Habitat Design

“We all have to retire one day. But by listening to the strategies and key concepts in Wealth Management Isn’t Just for the Rich, you can grow your net worth beyond just creating retirement income streams, and impact your life right now. Sissi and Raymond spell it out for the average investor, using examples to make key concepts come to life. I highly recommend this book for anyone looking to take the next step beyond their
traditional retirement account.”

– Joe Caputo, Managing Director, Vista Health

“Wealth Management Isn’t Just For The Rich” will get you planning. Sissi has a deep understanding of finance, and shares invaluable practical insights into growing your income by investing and managing a market downturn. Using a healthy lifestyle as analogy, Sissi explains how to create an effective healthy investment strategy, no matter where you are in life. Start your investment strategy today by reading this book!

– Kate Apostolova, Attorney