Written by: Shenghan (Financial Consultant,RNF: NS-300668994) , Ayushi and Melvin (Financial Consultant, RNF: MC-300664991 ) Mentor by: Holly Heng (Financial Consultant, RNF: HHQ300584957) How do I start? Important Terms: Sources: 1 https://www.investopedia.com/terms/r/returnoninvestment.asp 2https://www.investopedia.com/terms/r/risk.asp 3https://www.investopedia.com/terms/t/timehorizon.asp Who can invest? People have different risk-return profiles due to different financial goals and obligations. Levels Level 1 Level 2 Level … Read more
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21-year MDRT member with 10-COT
Million Dollar Round Table A prestige award for the top financial practitioners in the world. A Career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct.
Court of the Table A club in the MDRT which distinguish themselves within the industry through their superior performance by producing at a level three times that of MDRT requirement.
International Dragon Award promotes the pursuit of a high-quality life, professionalism, upholding of moral integrity, establishment of professional practices to preserve dignity in the career and industry, and creating the best environment for the practice of the life insurance business.
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Protection planning is the foundation of a holistic and comprehensive financial plan. It’s essential to go through a detailed fact-finding process which will allow us to identify the financial impact to you and your family when an adverse event arises (Pre-mature Death, Illnesses). We plan out bespoke solutions to protect your income using our tailored strategy.
Protect
Personal Finance Advisory Service
All different life stages bring about different challenges and needs. From buying your first home, your first car, children’s education to your very own golden retirement nest egg. With our extensive knowledge and experience, we help to design and structure actionable strategies to achieve your goals.
Build
Personal Finance Advisory Service
We also give our client a piece of mind, by ensuring that their dependants are taken care of, in the event of their demise. Our financial consultants are trained in Estate planning and are able to provide professional advice and plan for proper transfer of assets through Wills & Trust. We structure Universal Life policy to enhance retirement and create a meaningful legacy.
Transfer
Personal Finance Advisory Service
Business succession is a vital, yet often overlooked part of a long-term business strategy.
We understand the significance of a good business succession plan to protect your business when unexpected tragedies impact your key executives. This ensures the uninterrupted flow of business with cash compensation and the certainty that your business will survive with its key employees.
Business Succession
Business Advisory Service
Hiring and retaining talent are keys to any organisation's success.
An organisation that genuinely cares for its employees is one that will be appreciated by their talent, as employees know their well-being is being taken care of by their employer.
Attract and retain dedicated talent to your company with employee benefits and see your company's existing talent nurture and grow within your organisation.
Employee Benefits
Business Advisory Service
Business security plays a critical role in ensuring uninterrupted and smooth operations. However, even with extreme cautiousness, that is still insufficient. You need to foresee and implement strategies to mitigate the potential damages and/or losses caused by unforeseen circumstances.
Commercial Business Insurance
Business Advisory Service
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My Articles
I believe in sharing financial insights.
The Important of Education Planning
Written by: Morris and Faith Mentor by: Yorick Kwek (Senior Financial Consultant, RNF: YKY300594769) Given Singapore’s emphasis on meritocracy, education becomes a significant predictor of income later in life. Educational planning is thus exceedingly important in ensuring that one does not lose out on the academic rat race. Hence, in Singapore, to start planning early … Read more
Retirement for dummies/Retirement 101
Written by: Zichun, Rane, Sharonne and Jiafu Mentor by: Phua Jia Yi (Senior Financial Consultant, RNF No: PJY300081092) What is retirement? Society is now met with this concept of “living for too long”. What does that mean for us? According to the Ministry of Manpower (MOM), it is stated in the Retirement and Re-employment Act … Read more
Wealth Protect
Written by: Pin Quan (Financial Consultant, RNF: OPQ300667717) , Chervelle and Daniel Chong (Financial Consultant, RNF: CHR300636914) Mentor by: Sean Ang (Financial Consultant, RNF: AJP300126130) Wealth Protection is a term used in the financial industry to describe wealth management strategies and tools that help individuals and businesses to safeguard their assets. Due to uncertainties in … Read more