Zhi Yuan Financial Advisory

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Zhi Yuan Financial Advisory

I help to provide insights about your finances and explore solutions to help you reach your goals.

23/11/2022

Many of us want to travel after retirement, especially now that borders are open again! Working hard at your job day after day, don’t you hope that someday you can finally enjoy your golden years? However, do you know if you have catered sufficient funds to travel freely during your retirement? ✈️

It is no secret that Singapore is one of the world’s most expensive places to live in. The cost of living can quickly add up, especially in this high-inflation environment, and it is not easy to know how much you would need to save up for retirement 💰

If you want a professional and objective opinion on how holistic your current retirement plan is, we can arrange a short Zoom call 💻

Feel free to drop me a WhatsApp message or fill in this form https://forms.office.com/r/bdqCig6XVk

📞 Zhi Yuan | +65 9871 5429

Lim Zhi Yuan is an authorised representative of AIA Financial Advisers Private Limited (Reg. No. LZY300315563)

25/09/2022

We all know that authentic reviews are important in determining that something or someone is credible, reliable and trustworthy 🔎

Read some of the genuine reviews left by my clients!

23/09/2022

For many of us, retirement is the ultimate goal. We diligently work hard at our jobs day after day, hoping that someday we can finally enjoy our golden years. But, have you ever wondered how much money you will need to retire comfortably in Singapore?

It is no secret that Singapore is one of the world’s most expensive places to live. The cost of living can quickly add up, especially in this high inflation environment, and it is hard to know how much you need to save for retirement.

Here are the top five mistakes to avoid when planning for retirement. Hopefully, it is useful and educational for you! Feel free to share this with your friends and family.

If you want a professional and objective opinion on how holistic your current retirement plan is, feel free to drop me a Whatsapp message!

📞 Zhi Yuan | +65 9871 5429

10/05/2021

[Financial Services Experiential Programme]

Calling out to all:
- 21 years old and above
- Singaporeans / PRs
- Local Diploma / Degree and above

Interested in exploring more about the finance industry but not sure how to start? Join our Financial Services Experiential Program to find out more!

What?
- 4-6 hours/week (through both face to face and non-face-to-face live platforms)
- More than 4 weeks programme, with the exciting opportunity of getting a full-time position!
- Up to $1,300 reward upon completion of the programme

When?
- Starting on 8th May 2021

Benefits:
- Fun and Vibrant culture and environment
- Gain insights from experienced industry leaders
- Gain professional and relevant industry knowledge on risk planning and investment knowledge

For more details, do PM me!

24/03/2021

[Financial Services Experiential Programme]

Calling out to all:
- 21 years old and above
- Singaporeans / PRs
- Local Diploma / Degree and above

Interested in exploring more about the finance industry but not sure how to start? Join our Financial Services Experiential Program to find out more!

What?
- 4-6 hours/week (through both face to face and non-face-to-face live platforms)
- More than 4 weeks programme, with the exciting opportunity of getting a full-time position!
- Up to $1,300 reward upon completion of the programme

When?
- Starting on 27th March 2021

Benefits:
- Fun and Vibrant culture and environment
- Gain insights from experienced industry leaders
- Gain professional and relevant industry knowledge on risk planning and investment knowledge

For more details, do PM me!

22/02/2021

[Financial Services Experiential Programme]

Calling out to all:
- 21 years old and above
- Singaporeans / PRs
- Local Diploma / Degree and above

Interested in exploring more about the finance industry but not sure how to start? Join our Financial Services Experiential Program to find out more!

What?
- 4-6 hours/week (through both face to face and non-face-to-face live platforms)
- More than 4 weeks programme, with the exciting opportunity of getting a full-time position!
- Up to $1,300 reward upon completion of the programme

When?
- Starting on 19th June 2021

Benefits:
- Fun and Vibrant culture and environment
- Gain insights from experienced industry leaders
- Gain professional and relevant industry knowledge on risk planning and investment knowledge

For more details, do PM me!

21/01/2021

🎉GIVEAWAY ALERT🎉

In collaboration with Burpple, I am giving away 1-for-1 deals at a discount for foodies like you! This 6-month deal is exclusively FREE for my clients as well as my friends and any food lovers in Singapore. What’s better than enjoying good food with your friends and family while saving some moolah along the way?

To participate, simply:
1. Fill in the form through this link
https://form.jotform.com/210194264144449

Ill arrange a meet up with you to set up your account and we can have a good catch up over a 1-for-1 meal!

Feel free to share with your friends whom you think might wish to have Burpple Beyond too!

Already have Burpple Beyond?
You can still participate to enjoy this free 6-month deal after your existing subscription ends!

//BURPPLE BEYOND is a club where members can enjoy 1-for-1 deals at ~500 curated restaurants.//

Address

80 Raffles Place 36-01 #1 UOB Plaza
Singapore
048624

Website

https://forms.office.com/r/bdqCig6XVk

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