CF believes financial life planning revolves around developing
the skills and mindset to:
CF Lieu’s approach in financial life planning includes:
One advantage that CF’s clients enjoy is that being a
tech-savvy IFA, CF is able to leverage the Internet and
technology to engage clients remotely via live meetings.
This improves decision making process and effective communication.
IFAs have no sales quota to meet, for the clients’ best
interest. In the implementation stage where products are
recommended, IFAs are compensated accordingly in the form