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By on October 08, 2011  |  Comments 0

Do You Really Have A Financial Adviser or Agent?

Are You Confused and Overwhelmed By The Attractive Advertisements On Financial Products! Can Your Really Trust The Banker Who Job-Hop Every 2 Years? Is Your Advisor Really A Genuine Adviser or Just Another Agent Who Can Only Advise On The Products They Have In Their Single Brand Shelves (Insurance Agent)? Finally, Now You Can Have 100% Non-Sales Oriented Free Consultation Session On Almost [...]

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Take 5 Minute Quiz & Win iPod Touch 8GB & Asus Eee
By on November 14, 2008  |  Comments 1

Take 5 Minute Quiz & Win iPod Touch 8GB & Asus Eee

Have you heard of IM$avvy, recently heavily promoted in channel 8.  It is a website specially setup by CPF Board and MoneySENSE for Singaporean, to increase their general knowledge about financial planning and products. This is a great information website as most Singaporean are still lacking proper financial planning knowledge and advises. Currently IM$savvy is [...]

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Get $100 + $100 For Saving $250/mth Now

Get $100 + $100 For Saving $250/mth Now

NTUC Income is having a Festive Promotion for Revosave (TILL DEC 2008 ONLY), one of the best selling Regular Saving Plan for anyone in Singapore Year 2007! Getting your Bonus soon, at this tough time saving it up is the best advise! NTUC Income is Giving You: You will get $100 Vouchers with $250 Monthly [...]

Get $350 Shopping Voucher For Saving Regularly

Get $350 Shopping Voucher For Saving Regularly

NTUC Income, your trusted home-grown brand gives you extra this festive season. Sing Up revosave, a regular saving plan and be rewarded with Robinsons or NTUC FairPrice vouchers and enjoy everything your money can do! You will get $100 Vouchers with $250 Monthly Premium Saving You will get $200 Vouchers with $350 Monthly Premium Saving [...]

Types of savings

Fixed Deposits Fixed deposits (FDs) are regarded as safe instrument to earn interest on your money. You place with a specific sum of money for an agreed term and interest rate offered by the bank. Larger deposits or longer terms of duration have higher interest rates. Generally, the rates offered are higher than those of [...]

What Are Annuities?

What is Annuity? An Annuity is a contract that provides a guaranteed income to the annuitant for life (or a shorter specific period) with income payments made annually, semi-annually quarterly or monthly. Annuities have sometime been described as the opposite of life insurance because life insurance provides protection against someone dying too soon, annuities provide [...]

The Retirement Planning Process

The Retirement planning process is made up of 6 steps: Establish Goals Gathering Relevant Data Analysing The Data Developing a Plan Implementing The Plan Monitoring The Plan Let me bring you through the steps and explain how I usually use these steps to help my clients customize their retirement plan. Step 1 – Establish Goals [...]