Voice note · 0:52
Notes from Tuesday with Mei Ling
What I understood
Mei Ling Tan, 34, marketing manager Goal: daughter's university in ~16 years · ~$1,200/month plus $30k idle · burnt by crypto in 2022 · asked if ILP fees are worth it · hospital cover only through work · decides with husband Wei JieKept off the page
“The endowment has guaranteed returns of about 4%.” Harbourline only allows the guaranteed figure from the official benefit illustration.Pitch · v1
Harbourline Advisory
Mei Ling, a plan for your daughter's university
Mei Ling, a plan for your daughter's university
- ▸ Recaptext
- ▸ University goalcalculator
- ▸ Three optionscompare
- ▸ Quick checkquestion
- ▸ Documentslinks
- ▸ Next stepsactions
Add a section on her hospital cover, and put Wei Jie in the next steps
v2 ready. Added “Your safety net”. Next steps now start with a call with both of them.