FinVior

04/06/2024

Life is full of twists and turns. Unexpected situations can spring sudden surprises when you least anticipate them. That's where will planning comes in. 🤔

Think of it as a thoughtful gesture that ensures your legacy is as you desire it to be. Imagine having the peace of mind that comes with knowing your wishes are crystal clear and legally documented. No more guessing games or family drama – just a smooth sail through the unexpected twists life throws at us. 👨‍👩‍👧‍👦

Why planning your will is a game-changer?
✅ Secure Your Legacy
✅ Avoid Family Feuds
✅ Protect Your Dependents
✅ Peace of Mind

Join us at our Will Planning Seminar where we break down the maze and secure your legacy for your peace of mind. No jargon, just practical wisdom. See you there! 📅✨

Date: 18 June 2024, Tuesday
Time: 6.00 PM – 9:00 PM
Register at: https://summitplannerscluster.com/campaigns/will-planning-seminar?design=1&slot=9&code=0EF88

Terms & Conditions apply.

Stand a chance to win a voucher worth S$100 for a Will Writing service (Three lucky winners will be selected)

12/05/2023

Will Planning is a detailed process with many questions to answer, different scenarios to consider, and hypothetical “problems” to address. For these reasons, you should really seek the expertise of a professional consultant who is trained to cover all the blind spots.

Discover how Will Planning can play a pivotal role in ensuring your life goals and financial strategy are mapped out according to your wishes.

Join us on 26 May 2023, Friday and let Stephen Chew, our Principal Consultant, share more about his take on this essential aspect of financial planning.

Venue: Sheraton Towers, 39 Scotts Road, S228230
Date: 26 May 2023, Friday
Time: 6.30pm to 9pm

Dinner will be provided, subject to availability, and on a first come first serve basis.

Find out more - https://www.summitplannerscluster.com/campaigns/will-planning-may2023?code=0EF88

Sheraton Towers @ 26 May 2023, dinner provided, limited seats available.

13/12/2022

💡What are some of the ways and tools you can utilise to legally reduce your taxes?

When paying your taxes, do indicate which tax reliefs and rebates you are eligible for to reduce the amount of income you will be taxed on.

👍This is an important step if you wish to reduce the amount of tax you pay!

Meet us for a discussion to find out ways you can reduce your income tax.

👉 Find out more - https://www.summitplannerscluster.com/campaigns/tax-planning?code=0EF88

Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd.

Meet us for a discussion to find out ways you can reduce your income-tax

13/12/2022

“An investment in knowledge pays the best interest.” - Benjamin Franklin

📚 Education planning is key to giving your child a head start in life. As loving parents, we aim to provide the best we can for our precious children so that they can achieve their full potential.

Connect with me today and allow me to personalise your strategy.

I am giving away a FREE set of travel pouches in 3 different sizes. Hurry up and grab it today before it runs out!

Terms & Conditions apply.

👉 Find out more - https://www.summitplannerscluster.com/campaigns/education-planning-2022?code=0EF88

Receive a set of 3 travel pouches of different sizes for FREE

12/12/2022

Is this your ULTIMATE Christmas wish list? 🎄

🎁 To retire gracefully
🎁 To gain financial freedom
🎁 To leave a lasting legacy
🎁 To create or enhance your wealth
🎁 To have adequate coverage

Wishing is a great place to start, but diligent planning is what makes it possible to realise your dreams.

Receive $25 Klook eGift Card when you join me for a 30 minutes financial review session. Wish happily and plan merrily this Christmas!

Terms & Conditions apply.

Find out more - https://www.summitplannerscluster.com/campaigns/christmas-wishlist-2022?code=0EF88

Receive $25 Klook eGift Card when you join me for a 30 minutes financial review session

03/11/2022

Skilled labour deficit, global talent shortage.
If you are a start-up, you are always hiring.
Human capital is an integral part to a company's current AND future success.

Retention of your staff can be easier than you think, with creative solutions. DM us today to find out our suite of solutions for your company and retention of staffs.

SINGAPORE: In the thick of the COVID-19 pandemic, the Singapore unit of global consultancy firm, Mercer, saw many of its experienced expatriate workforce cutting short their stay here, partly due to the nation’s strict virus-control measures back then, and simmering anti-foreigner sentiments that ...

16/10/2022

Singapore's inflation reaching scary high levels...

With inflation, it’s the daily expenses such as food, fuel and energy where consumers feel the pinch, here are some everyday measures you can take to protect the dollar in your pocket.

10/10/2022

When it comes to retirement planning, there is no one-size-fits-all plan. Retirement has a different meaning for each one of us - in fact, retirement aspirations have evolved with time.

Keep in mind these 6 retirement common mistakes below and find out the 5 tips you should know when planning for your retirement here.

When it comes to retirement planning, there is no one-size-fits-all plan. However, learn what are the 6 common mistakes you should avoid while planning for your retirement.

05/10/2022

How to position for a new era of higher inflation.

Speaker 1
Keziah Low
Senior Investment Consultant
iFAST Financial Pte Ltd

Speaker 2
John Lam
CFA Vice President
Wealth Management Sales (South East Asia)
PineBridge Investments, Singapore

Time: 20th Oct 2022, 8-9pm
Venue: Zoom

👉 Find out more -

20th Oct 2022 @ 8-9PM Via Zoom

07/06/2022

❤️This day is dedicated in honour of all fathers and to appreciate the great sacrifices they have made. Make the most of this opportunity to express your deepest love for dear Dad!

Why not gift the hero of your heart with a meaningful present of financial freedom and security. Indulge him with the ultimate peace of mind, knowing that you have helped him to create a steady stream of retirement income.💯

Thank you Dad and Happy Father’s Day!

Receive $25 Klook eGift Card when you join me for a 30 minutes retirement planning session.

Terms & Conditions apply.

👉 Find out more - https://www.summitplannerscluster.com/campaigns/fathers-day-2022?code=0EF88