Financial Planning with Pat

06/05/2024

Celebrations come after perspirations.

01/03/2024

10/05/2023

Financial Planning 101

14/04/2023

Essentially, treatment for cancer is no longer “As Charged” for all Integrated Shield Plans from 1st April 2023 and henceforth renewed from the date onwards.

09/02/2023

Doing our small part in providing some reliefs to the victims of the earthquake. We are in the midst of consolidating the items needed.

Do let us know if you have any of the above items that you might so kindly wish to donate for the cause.

12/09/2022

Finally some good news that hopefully brings some relief to rising inflation rates.

Vessels waiting to load off U.S. West Coast drop to less than 10th of peak

30/07/2022

Some FAQs we often come across…

“If my Personal Accident Plan covers me even while Im overseas, why do I still need to buy Travel Insurance?”

“If I just drive to Malaysia, even if it’s just a day trip to Johor Bahru, do I still need to get Travel Insurance?”

Perhaps, this article can shed some lights.

Do I need travel insurance? There are certain things travel insurance covers that medical insurance doesn’t – and the costs of such incidents can be insane.

21/07/2022

Had the pleasure of speaking to fellow wealth managers and eager audience looking to join us in this industry.

Hope my sharing created some inspirations and looking forward to them becoming new colleagues!

Photo credits : fellow team mate and AVP

23/06/2022

It’s good to have savings in your bank account. But the $10,000 sitting in your bank account since a year ago probably worth around $9,517 now…

Cash is King? Or are you holding on to too much Cash?

Singapore’s core inflation hit its highest level in more than 13 years in May. A breakdown of rising prices: https://cna.asia/3xKprM1

19/05/2022

Though not reported on daily basis like Covid19, deaths from cancer has always been one of the highest in Singapore.

Key is really about maintaining healthy lifestyles in the form of balanced diet and regular exercises.

It is also suggested to go for regular healthscreening (preferably with your family/regular GP), especially when you are 40 years and older.

Solutions to safeguard yourself will include
1. H&S insurance plan aka Health Insurance - to cover for treatments like surgeries, radiotherapy, chemotherapy, etc.
2. Comprehensive Critical Illness coverage - to compensate for your loss of income.

Did you know that colorectal cancer is the most common cancer affecting men in Singapore?

The good news is, about a third of all cancers can be cured if they are detected and treated early.

That is why regular health check-ups and cancer screenings are important.

For more info, visit http://go.gov.sg/men-cancer

29/01/2022

Pretty and practical stuffs from !

Buying from them not just to support them. You are also treating them as equal and celebrating their talents!