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 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 ask@gen.com.sg for reservation
Limited tickets available : SOLD OUT
Currently this seminar is […]

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Quarterly Client Newsletter Issue Twenty Two 2016

In this Issue…

5 Things You Need To Know About The New Standard IP
What is Fullerton […]

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Eldershield – Opt out, Upgrade or Do Nothing?

ElderShield – Opt out, Upgrade or Do Nothing?

Text received on 1.01pm, 28 Mar 2016

S: “Bro, […]

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Avoiding The Fatal Alternative – Your Children’s Education or Your Retirement?

Avoiding The Fatal Alternative – Your Children’s Education or Your Retirement?

Parents always want an ideal […]

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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”