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CFP® Certified Financial Planner Corporate Authorised Representative · CAR 1314600 Insight Investment Partners · AFSL 368175 L35, 100 Barangaroo Avenue, Sydney NSW 2000 CFP® Certified Financial Planner Corporate Authorised Representative · CAR 1314600 Insight Investment Partners · AFSL 368175 L35, 100 Barangaroo Avenue, Sydney NSW 2000 CFP® Certified Financial Planner Corporate Authorised Representative · CAR 1314600 Insight Investment Partners · AFSL 368175 L35, 100 Barangaroo Avenue, Sydney NSW 2000 CFP® Certified Financial Planner Corporate Authorised Representative · CAR 1314600 Insight Investment Partners · AFSL 368175 L35, 100 Barangaroo Avenue, Sydney NSW 2000


PROBLEM


WHY?


WHEN?


Xi Benny Yang
BY
Xi Benny Yang · CFP®
"

The framework

Foundation.
Momentum. Legacy.

01
Foundation
Eliminate leakage and optimise entity alignment with goals and objectives
02
Momentum
Convert surplus income into asset-backed growth based on individual circumstances
03
Legacy
Decouple wealth growth from personal output and create legacy that endures


Step 01

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Step 02

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Step 03

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