“I came from a poor background and was not taught anything about finances as I grew up. Coming from a financially difficult background, I could not imagine having any finances beyond just making ends meet. For a long time, having extra money to save, invest, and give was beyond my imagination. Eventually, I finally managed to pay off my debts, through a lot of hard work.
当我遇到布伦达时,她帮助我进一步改善了对财务的看法。我已经在储蓄和保险以及一些投资方面取得了进展,但她帮助我理解如何进一步拆分我的巢蛋,并研究其他形式的投资。
She also gave me invaluable advice when it came to how to prioritize my family’s welfare (from parents’ retirement, to children’s education, to continuous income in the case I am no longer around). This has helped me further change and improve the way I manage money. Had I learnt these things at a younger age, my story growing up could have looked very different. Nonetheless, I’m thankful to have Brenda as my advisor today and look forward to further improving my financial standing and being able to provide a better childhood for my children than the one I had.”
Jason L, 父亲和企业家