Menu

Personal Finance Is A Journey

Ever taken a journey or a drive with the guidance of a GPS? Remember the feeling that no matter which way you went – whether an impromptu food stop, a detour, or even a wrong turn, that you’d still be able to get back on track?

We here at Uno Advisers want to be the GPS to your financial journey. All of us strongly believe that we should be able to enjoy all aspects of life – to not be shackled by financial worries. We want to have the time, energy, and resources for the people and things that we love. Now, we want the same for you!

At Uno, the first step towards worry-free finance is to have a clear strategy. This strategy should be tailored to your personality, habits, and goals.

When we craft your strategy, one of the first things we will do is to map out a game plan to ensure that you have at least RM1,000,000 in assets by the time you retire (or earlier!).

Why RM1,000,000 you ask?

Having RM1,000,000 invested at a conservative rate of 5% per annum will generate RM50,000 in returns yearly – this is roughly RM4,000 monthly. This sum can provide a decent living for an individual. We do know however, that this number may differ from individual to individual and that is why we are keen to help you devise a customised strategy.

At Uno Advisers, we want to be the GPS to your financial journey. All of us strongly believe that we should be able to enjoy all aspects of life – to not be shackled by financial worries.

The first step towards worry-free finance is to have a clear strategy. One of the first things we will do is to map out a game plan tailored to your personality, habits and goals, to ensure you have at least RM1,000,000 in assets by the time you retire.

Why RM1,000,000 you ask?

Having RM1,000,000 invested at a conservative rate of 5% per annum will generate RM50,000 in returns yearly – this is roughly RM4,000 monthly. This sum can provide a decent living for an individual. We do know however, that this number may differ from individual to individual and that is why we are keen to help you devise a customised strategy.

This Journey Towards RM1,000,000

and beyond begins with these 4 steps

Know your destination with a GPS / Getting Started with a GPS:
Comprehensive Financial Planning

As you embark on your journey, having a comprehensive plan will act like your GPS. You will be able to take the most efficient route while still accomplishing your milestones or pit stops along the journey. More importantly, you will always know how to get back on track no matter where life takes you.

Learn More

Gearing up the engine:
Investment allocation

Once your GPS is in place, it’s time to check your engine! Your investments are the main driving force behind your personal finance, and we want to ensure that your finances are powered sufficiently to go the distance. This means making sure that your investments are properly diversified, focused, and generating returns.
Learn More

Safety first:
Insurance optimisation

Safety is another very important component of your journey. With your GPS and engine ready to go, it’s time to take a look at your brakes and tyres. From a financial sense this means risk management and naturally, insurance. There is such a thing as being over-insured! Proper insurance optimization will help you manage unexpected expenses in life (like medical bills). Insurance is a cost, so it is very important to strike the right balance between cost and benefits.
Learn More

Sit back and enjoy the ride:
Wealth distribution

Wealth
Distribution

GPS, engine, tyres, brakes – check! Even the best journeys would benefit from a Plan B. At Uno, we want to ensure that your journey of a lifetime comes with airbags. They cushion your loved ones and ensure your legacy is passed on to them.

Learn More

What kind of traveller are you?

No matter what your type is, we would love to take this journey with you.

Find Out Now