Planners Inc

11/10/2026

Every Pokémon card price comes down to four things.

Rarity. Condition. Demand. Cost.

Same recipe as coins or sneakers. Swipe for each one, plus a checklist before you pay.

Past prices don't predict future ones.

Send this to whoever just opened a pack.

10/10/2026

08/10/2026

08/10/2026

Qualified! 🌟✅
Congrats to Annan for qualifying for the prestigious MDRT 2027! 😯😯
This is Annan's 5th MDRT 🏆🏆🏆🏆🏆
with more to come!

07/10/2026

Today is World Financial Planning Day! Here's the one idea I'd want you to take from it.

Financial planning isn't one decision. It's a sequence.

Most of us jump to the exciting steps first. Investing. Growing something. The top of the ladder. But the top only holds if the bottom does.

That's why we build every plan around the same eight steps, in this order.

01 Begin with the end in mind
02 Live within your means
03 Drought protection
04 Transfer of risk
05 Grow your income
06 Grow your savings
07 Opportunity fund
08 Passive income

The day was started by the Financial Planning Standards Board in 2017, and it runs alongside IOSCO's World Investor Week. This is its tenth year. The point has never changed. Have a plan, and know what order it goes in.

Happy World Financial Planning Day! Save this and check which step you're really on.

05/10/2026

Here at Planners Inc, we work at level 3 as standard. That takes some explaining.

Most people think the question is whether their advisor is any good. It is not. Plenty of level 1 advisors are excellent at level 1. The real question is which level you are being served at, and almost nobody tells you that upfront.

There are four. Each level holds the one before it.

Swipe through and place yourself. Follow along if this is how you want to be served.

Agent handles products and suitability

Advisor runs the needs analysis and closes the gaps.

Planner takes your whole financial and life picture and keeps it under review.

Confidant holds your will and your children.

Here at Planners Inc, we start where most relationships stop. It is the whole point of the name.

Most people tell us they have only ever been served at the first two.

More than 80% of our clients are with us at level 3.

Drop a follow to join us on our journey.

29/09/2026

Something special in store for Jeaney's 5th anniversary with Planners Inc 🫣🫣🫣

Be sure to keep a lookout in your mailboxes or if you're meeting Jeaney soon 😳😳

26/09/2026

Welcome to our new series, Weekend Money Hacks! 🤑🤑 (inspired by the Sunday Times)

Follow us to get weekly hacks that can help you make the most out of your money ✨

22/09/2026

Six exams stand between Financial Consultant and Certified Financial Planner. Jeaney just passed her first one. 🔥🔥🔥

The CFP pathway in Singapore runs six modules, a minimum of three years of relevant work experience, and up to seven years to finish once the first paper is passed. Jeaney's cleared Module 1.

🎉 If you know Jeaney, tell her congratulations below. She's got five more to go.

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