We Make Financial Planning Simple For You

Financial planning is complex when it’s about products, but easy to understand when it’s about planning.

We use a planning philosophy that simplifies financial planning into 4 easy stages: Live within your means, Save and invest, Convert assets into income and Transfer your wealth.

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Making Sense of The Investment Markets – Opportunitiesisnowhere – May

Existing clients please contact your GEN Planners for reservation.
For others please sign up here to get your FREE ticket.
Limited tickets available : (Sold Out)

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Making Sense of The Investment Markets – Opportunitiesisnowhere – April

Existing clients please contact your GEN Planners for reservation.
For others please sign up here to get your FREE ticket.
Limited tickets available : (Sold Out)

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 0

Making Sense of The Investment Markets – Opportunitiesisnowhere

Existing clients please contact your GEN Planners for reservation.
For others please email us at [email protected] for reservation
Limited tickets available : SOLD OUT
Currently this seminar is […]

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How should Retirement Income look like in Singapore?

How should Retirement Income look like in Singapore?

Conversation with a financial planner from the United […]

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Quarterly Client Newsletter Issue Twenty Three 2016

In this Issue…

Critical Illness (CI) Cover – Is Your Hospitalisation Plan Alone Enough?
6 Things You […]

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How to Minimise Your Legacy Risks – 3 Things You Can Do That Won’t Cost You A Bomb

How to Minimise Your Legacy Risks – 3 Things You Can Do That Won’t Cost […]

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yield-calculator

GEN INVESTMENT YIELD CALCULATOR 

Download the tool that financial planners use to calculate investment returns, especially when:

  • The investments were scattered over different time periods (e.g. 2007, 2009, 2012…etc)
  • The investments were made through different companies
  • The investments were bought through different people
  • The investments were made in different amounts (e.g. $10,000, $25,000, $5,000…etc)
  • There were withdrawals scattered over different time periods
  • There were withdrawals made in different amounts
  • The portfolio consists of many funds (more than 5)

Make sense of your investments Now, Download your FREE Investment Yield Calculator.

Download Investment Yield Calculator Here

 

 

GEN-BTW-book

 

GEN BUILDING TRANSFERABLE WEALTH GUIDE

Have you ever wondered why you are spending so much into investments, savings and insurance?

In this book, you will learn about:

  • How much of your income should go towards expenses
  • The real definition of assets
  • The 4 ways to convert assets to income
  • The most important question in financial planning
  • Where does risk management fit in
  • And how does all of these come together as a plan.

Get your FREE copy now.

Get Building Transferable Wealth Copy Here

 

 

eldershield-upgrade-checklist

GEN ELDERSHIELD UPGRADE CHECKLIST

 (Limited Premium Payment and Lifetime Payout Option Only)

This checklist will help you to discover how much additional coverage you can buy without using cash.

Download this checklist to help you find the “sweet spot” of upgrading to the maximum amount of cash payout and having the premium payment limited to only a fixed number of years instead of lifetime premium payment while keeping the premium to the CPF approved limit of $600 a year.

Get ElderShield Upgrade Checklist Here

“Making Money is Good, Keeping It is Better”