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A blog specially design to help Singaporean and foreign investor to better understand the available platforms and instruments. Answer all your question and update you with the most recent changes in the industry!
Recent Posts Tagged With 'financial planning'
80% Discount on First Year Premium
Does it sound too good to be ture? In fact, this promotion can go up to 100%. Well, believe it. It is only true because you are our client. Call us now for more details. 80% of $2000 Yearly Premium = Saving of S$1600 of cash! Promotion Only Valid...
Take 5 Minute Quiz & Win iPod Touch 8GB & Asus Eee
Have you heard of IM$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 informati...
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 ste...
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: Q...
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 th...
