All Entries in the "Financial Planning" Category
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 $250 Monthly [...]
Take 5 Minute Quiz & Win iPod Touch 8GB & Asus Eee
Have you heard of IM$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 [...]
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 [...]
Type of Assumptions Used For Retirement Planning
In retirement planning, there are a number of assumptions that I will needs to take into consideration as these assumptions will have an impact on the final plan to be recommended to my clients. The assumptions can be grouped into two categories: Qualitative Assumptions & Quantitative Assumptions Qualitative Assumptions Qualitative assumptions refer to the type [...]
NTUC New Product Launch: VivoLife Live life to the fullest!
Just came back from NTUC Kick Start & product launch seminar for all independent IFA at Vivo City. The event was held in Vivo City Golden Village Grand Cinema which can host 700 financial advisers from varies financial advisory institution. In the opening address, Mr Tan Suee Chieh the Chief Executive of NUTC address the [...]
Tips on Investing Your CPF Monies
Tips on Investing Your CPF Monies From CPF Board Website Get fast cash, high returns with CPF savings tricks? DO NOT INVEST BASED ON PROMISES OF QUICK AND ATTRACTIVE RETURNS ALONE You may have heard of offers of quick and attractive returns when you invest your CPF savings. Be careful not to invest your CPF [...]
