Comprehensive Financial Planning

09/04/2024

Bought an Amazon account n barely one month there is issue. Ask for help daily and eventually nothing has been done and account is deactivated. Keep asking me to pay extra for services only : very disappointed with such company

17/02/2022

Topic: How CPF Life works and how to enhance Retirement Income with Cash

Date: 22 February 2022

Time: 8pm - 9.30pm

Description:

Are you a CPF member soon approaching age 55? If yes, you have to make a choice between Basic Retirement Sum (BRS), Full Retirement Sum (FRS) and Enhanced Retirement Sum (ERS). Any one of the retirement sum schemes is to fund the premium of your CPF Life plan - a lifelong annuity that only commences at age 65.

Which retirement sum scheme is most suitable for you? Is it possible to enjoy an immediate regular income stream BEFORE age 65?

Please join us in our webinar if you are keen to plan your retirement sensibly.

Speakers: Francis Hoan

ZOOM Invitation and webinar description:

Do drop me a message with your name and email address

10/01/2022

Do contact us for a comprehensive review on your retirement needs.

The Full Retirement Sum is the CPF milestone for many Singaporeans. Here’s what happens to our CPF contributions once we hit this milestone.

29/09/2021

Have you received a welcome letter relating to Careshield, but you do not know what it is about? Don't worry, we have you covered.

Join us at our free online session to understand the 101s of Careshield Life. By the end of the session, you will learn some valuable tips to make an informed decision on how to optimize your privileges in this government scheme. Also, wouldn't it be nice to receive a paycheck whether you are physically well or not? In this webinar, let us share with you some trade secrets to lead a carefree life!

The following will be shared:

• What is Careshield Life?
• How does it benefit me?
• What are the alternatives?

Topic: Careshield Life, Carefree Life
Date: 5 October 2021
Time: 8.00pm – 9.30pm
Speaker: Mr Damien Goh & Ms Winnie Chan
Registration: https://bit.ly/2XeV6qm

13/07/2021

Do drop me a message if you are interested so that i can register for you. Thank you

How property passes from a testator to be shared by the next-of-kin and other beneficiaries is best stipulated in a will by the testator. Wills work only when they are validly executed.

Well-meaning testators could unwittingly cause problems for their beneficiaries when they leave behind wills that are defective in some way. That's why a professional will writer will come in useful - to make sure the necessary requirements are met and to advise you on the pitfalls to avoid.

We have specially arranged a talk later this week by an experienced will writer that you should not miss:

Topic: Will Writing Webinar
Date: 22 July 2021
Time: 8pm - 9.30pm
https://bit.ly/3h1UmuK

13/07/2021

16/07/2020

Company and group insurance are among those affected. Are yours too ? Do come for a free complementary analysis with us.

Here is an extensive list of the major changes that will be happening to the Critical Illness Definition that will be implemented in August 2020.

25/12/2018

Wishing everyone A Merry Christmas!