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Assist Clients To Own Assets That Provides Lifetime Income

26/07/2022

Disregard the news about the market, invest regularly using dollar-cost averaging method. Your average cost will drop during bear market and this will bolster your long-term returns.

Pm me to find out how to enhance your wealth effectively and efficiently.

25/07/2022

Legacy and estate planning is about developing a strategy to define, reflect on, and express what wealth really means to a family so that not only financial wealth, but also a family’s core values are passed on to future generations.

For business owners, financial wealth could even including passing on the business, hence business exit and succession planning is important. A trust is just one of the many ways to create your legacy and estate plan.

So, before you set up a trust, join us on 6 August to understand more.

22/04/2022

“𝐏𝐞𝐨𝐩𝐥𝐞 𝐝𝐞𝐜𝐥𝐢𝐧𝐞 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐭𝐡𝐞𝐲 𝐚𝐫𝐞 𝐡𝐞𝐚𝐥𝐭𝐡𝐲. 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐝𝐞𝐜𝐥𝐢𝐧𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐭𝐡𝐞𝐲 𝐚𝐫𝐞 𝐬𝐢𝐜𝐤.”

Amidst our constant reminder for clients to save up and build a strong portfolio for their future financial goals. We also regularly advise our clients to ensure that the improvement in lifestyle should be coupled with the strengthening of their coverage.

Often we overlook the fact that one product may not be able to cover all kinds of scenarios. Instead of just covering bills, a lump sum payout may help ease the stress for the family. This may mean not only covering for out-of-the-norm treatment but also sustaining the lifestyle and expenses of family members.

After reading the article, I had many thoughts. It was then I am reminded by a dear friend that in times of need, being adequately insured greatly outweighs the want to reduce costs when we are healthy. We should ensure our coverage can last, and we should review regularly when we are healthy, even more so when we are not.

13/04/2022

𝐃𝐨 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐭𝐡𝐞 𝐫𝐮𝐥𝐞 𝐨𝐟 𝐬𝐮𝐫𝐯𝐢𝐯𝐨𝐫𝐬𝐡𝐢𝐩 𝐧𝐨𝐰 𝐜𝐚𝐧 𝐛𝐞 𝐚 𝐩𝐢𝐭𝐟𝐚𝐥𝐥𝐬 𝐟𝐨𝐫 𝐩𝐫𝐨𝐩𝐞𝐫𝐭𝐢𝐞𝐬 𝐢𝐧𝐡𝐞𝐫𝐢𝐭𝐚𝐧𝐜𝐞?

If children or parents are involved, things can get complicated.

So it’s important to join us on 24 April, Sunday to find out more about Legacy Planning.

04/04/2022

𝐖𝐡𝐲 𝐝𝐨 𝐖𝐨𝐦𝐞𝐧 𝐧𝐞𝐞𝐝 𝐭𝐨 𝐥𝐞𝐚𝐫𝐧 𝐭𝐨 𝐢𝐧𝐯𝐞𝐬𝐭 𝐚𝐧𝐝 𝐦𝐚𝐧𝐚𝐠𝐞 𝐟𝐢𝐧𝐚𝐧𝐜𝐞𝐬?

In this time and age, it has already become common for women being a 𝐛𝐫𝐞𝐚𝐝𝐰𝐢𝐧𝐧𝐞𝐫, we are 𝐡𝐨𝐦𝐞𝐦𝐚𝐤𝐞𝐫𝐬 to our spouse and kids, we are also the 𝐜𝐚𝐫𝐞𝐠𝐢𝐯𝐞𝐫𝐬 to our elderly parents.

Taking up so many roles at a time, we naturally have to make more decisions when unforeseen circumstances happen to the family.

It's more often than not that the 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧 𝐭𝐨 𝐥𝐞𝐚𝐯𝐞 𝐭𝐡𝐞 𝐣𝐨𝐛 causes loss of income have to be done to take care of the kids and elderly parents, apart from being forced to stop working due to illnesses.

𝐀 𝐰𝐨𝐦𝐞𝐧 𝐦𝐚𝐤𝐞𝐬 𝐚 𝐛𝐢𝐠 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐬𝐚𝐜𝐫𝐢𝐟𝐢𝐜𝐞 𝐰𝐡𝐞𝐧 𝐬𝐡𝐞 𝐝𝐞𝐜𝐢𝐝𝐞𝐬 𝐭𝐨 𝐬𝐭𝐨𝐩 𝐰𝐨𝐫𝐤𝐢𝐧𝐠. So she has to make sure that she can depend on herself to have a pool of funds to draw on and also make sure that the pool of money can still continue to grow for her retirement.

Apart from investment, Insurance is also important as this impacts your loved ones to be forced to quit their job to take care of the family leaving the entire family with 𝐧𝐨 𝐢𝐧𝐜𝐨𝐦𝐞 𝐬𝐮𝐩𝐩𝐨𝐫𝐭.

𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐝𝐚𝐮𝐧𝐭𝐢𝐧𝐠 𝐢𝐟 𝐲𝐨𝐮 𝐭𝐚𝐤𝐞 𝐬𝐨𝐦𝐞 𝐭𝐢𝐦𝐞 𝐨𝐟𝐟 𝐭𝐨 𝐛𝐞𝐭𝐭𝐞𝐫 𝐮𝐧𝐝𝐞𝐫𝐬𝐭𝐚𝐧𝐝 𝐢𝐭.

25/03/2022

To demystify long-term financing planning, speak to me for professional advice to avoid fear and gain confidence from getting started on your journey.

13/03/2022

Technology stocks have been particularly vulnerable at the start of the year. Despite the current market weakness, we believe technology will continue to be a principal driver of change in today’s increasingly digital global economy, and a key determinant of whether a company will succeed in a rapidly changing environment.

Digitalization drives efficiency and productivity gains, helping to lower costs and avoid some of the potential pressures from high inflation. It is part of the solution in this environment.

Seek to identify those companies that have the best prospective earnings growth over time.

Pm me to find out what are the technology funds available.

13/03/2022

“𝗠𝗮𝗸𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗽𝗮𝗿𝘁 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗹𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗹𝗶𝗸𝗲 𝘆𝗼𝘂𝗿 𝗿𝗲𝗴𝘂𝗹𝗮𝗿 𝗲𝘅𝗲𝗿𝗰𝗶𝘀𝗲, 𝗳𝗮𝗰𝗶𝗮𝗹 𝗼𝗿 𝗺𝗮𝘀𝘀𝗮𝗴𝗲 𝘀𝗲𝘀𝘀𝗶𝗼𝗻𝘀 𝘄𝗵𝗶𝗰𝗵 𝗺𝗲𝗮𝗻 𝘆𝗼𝘂 𝘀𝗵𝗼𝘂𝗹𝗱 𝘀𝗲𝘁 𝗮𝘀𝗶𝗱𝗲 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗿𝗲𝘃𝗶𝗲𝘄 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝘀.”

Yes, women are shying away from financial planning because they do not have enough time. They tend to juggle work and home duties, such as taking care of their children and elderly parents.

Due to lack of knowledge, they have this fear that any losses they make will eat into their savings if they passively doing investment.

To get started, if you do not have time or knowledge to handle your financial planning process, pm me to review your financial planner.

13/03/2022

𝐖𝐢𝐭𝐡 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐨𝐧 𝐭𝐡𝐞 𝐫𝐢𝐬𝐞, the world will continue to feel the after-effects of the pandemic in the coming year so it is important to reiterate that staying invested for the long term will the key in this environment.

Investing is also a way to supplement regular income and help grow the savings pot, not just for women but for everyone. Some might shy away from it because they feel it is risky and any losses could dent their savings pool or prevent them from achieving their financial goals.

𝐓𝐡𝐞𝐫𝐞 𝐧𝐞𝐞𝐝𝐬 𝐭𝐨 𝐛𝐞 𝐚 𝐦𝐢𝐧𝐝𝐬𝐞𝐭 𝐜𝐡𝐚𝐧𝐠𝐞. Avoiding investment or decreasing the amount you save or invest because of market jitters could mean missing out on opportunities from market rebound, which in the end could cause impact on income and savings. Stay invested despite market volatility could ultimately help capture steady returns over the long run and help you achieve your financial objectives.

𝑃𝑀 𝑚𝑒 𝑡𝑜 𝑓𝑖𝑛𝑑 𝑜𝑢𝑡 𝑚𝑜𝑟𝑒 𝑎𝑏𝑜𝑢𝑡 ℎ𝑜𝑤 𝑡𝑜 𝑎𝑐ℎ𝑖𝑒𝑣𝑒 𝑓𝑖𝑛𝑎𝑛𝑐𝑖𝑎𝑙 𝑔𝑜𝑎𝑙𝑠 𝑢𝑠𝑖𝑛𝑔 𝑖𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡.

28/02/2022

AXA Singapore to exit motor and commercial business. Affected policy holders probably should start looking for replacement.

08/01/2022

Ageing is an irreversible process. It involves biological, health, economic and social changes.

Factors, such as dementia, stroke, Alzheimer’s disease and other progressive neurological disorders that cause a decline in financial, physical and mental capacity. And we become increasingly dependent on others.

Pm me to find out how to age gracefully and live with dignity to enjoy life in old age.

28/10/2021

Many people do not realise that retirement planning is just as important as excelling in your career – after all, the reason why you work is to earn a decent income so that you can enjoy a comfortable lifestyle.

When you plan for retirement, you are actually saving for the day when you no longer earn a steady income but yet have sufficient cash or continuous income from investments that can tide you over for the long haul.

Assuming you stop working at 65 and need about $3,000 a month. This means you will need $720,000 just to last you through 85.

The safer approach would be join us this Sunday for our Retirement Planning 101 to find out how to achieve $3,000 monthly during retirement.

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26/07/2022

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