We Make Financial Planning Easy For Everyone

We believe that financial planning must lead to savings and the end of financial planning is transferable wealth.

We have simplified financial planning into 4 easy stages: Live within your means, Save and invest, Convert assets into income and Transfer your wealth.

Learn More About Our Philosophy Now >>>

 

 

 

“Money is Only Important When Placed in the Hands of People Who Have Plans, Goals and Dreams”

 

GEN UPDATES

Latest

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China: Should we be worried?

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China: Should we be worried?

January 2016
By Aberdeen Asset Management

Few starts to a new year have been so traumatic. A plunge in China’s stock markets twice triggered newly-installed circuit breakers within […]

Events

  • GEN-GSP

Career Opportunity

Who should register?
– Uni-students graduating between now till July 2016 
– People who wants to learn and experience what it is like in the financial industry.

Click Here to register
**Registration will be closed on 22nd Nov 2015
 

FEATURED

Articles

Central Provident Fund – Understanding the 3 Accounts

Central Provident Fund – Understanding the 3 Accounts

The starting point for Singaporeans and Singapore Permanent Residents to review their financial plans is to understand what they already have in their Central Provident Fund or ”CPF”.  […]

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Stories

Medical Insurance…Not always about Dollars and Cents

Medical Insurance…Not always about Dollars and Cents

Aaron, in his 30s
Since Sept 2015, I’ve been having abdominal pain and I went for a colonoscopy to check if everything is ok.  The results came back normal and […]

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News

Week In Review – Global Markets decline further

 
Week In Review – Global Markets decline further
by PIAS Product Strategy Team
Global Markets decline over concerns on China and weak U.S data
The stock market’s rough start to the year continued as global markets traded negatively […]

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Do you know we have a Building Transferable Wealth Guide that we share exclusively with our clients?

 

gen-guide-book

 

 

 

It contains details of the guiding principles in how we help people in their financial plans.

If you are interested, we are happy to provide you a complimentary copy.

Request for a copy below.

Request for Building Transferable Wealth Guide
 
 
P.S. The book will be given when we have the opportunity to have a discussion with you on your financial plans. It is not for sale.

“Making Money is Good, Keeping It is Better”