Annuity Day
ANNUITY DAY Get Clarity on How to Solve Your Retirement Problem and Learn How to Customise Your Retirement Income Using Annuity DATE: 26th Oct 2019 TIME: 10 am - 12.30 pm VENUE: 6 Shenton Way, OUE Downtown 2, Level 8, S(068809) [...]
24
09, 2019
24
09, 2019
Gain Confidence in Financial Planning with 5 Basic Practices for Beginners
Gain Confidence in Financial Planning with 5 Basic Practices for Beginners Kickstart your own Wealth Game Plan and avoid Newbie Mistakes when saving, investing and buying insurance DATE: 19th Oct 2019 TIME: 10.30 am - 1 pm VENUE: 6 Shenton Way, OUE [...]
7
09, 2019
Workshop for First Time Parents: How to be Financially Prepared in Welcoming Your First Born
Workshop for First Time Parents HOW TO BE FINANCIALLY PREPARED IN WELCOMING YOUR FIRST BORN 31 OCT 2019 Our mission statement in GEN is “Impacting GENerations” for financial planning as we believe that it is not about one generation but generations after generations. You can impact [...]
3
09, 2019
Financial Planning for Women – “Caregiving Risk” and How Do You Plan for Them?
Financial Planning for Women – “Caregiving Risk” and How Do You Plan for Them? When it comes to financial planning for women, the “headline risks” that women are likely to live longer than men and that they have a higher possibility of suffering from disability in their lifetime are often brought up as the major [...]
10
08, 2019
Multiple Payout Critical Illness (CI) Policies: Do I Need It?
Multiple Payout Critical Illness (CI) policies: Do I need it? Back in December 2018, my mum was re-diagnosed with cancer. Of the three times, this one had the biggest imprint in my memory because I finally understood the implications physically and financially. Knowing that she had to then go through intensive chemotherapy, my first [...]
31
07, 2019
CPF Retirement Sum: How much should you choose to set aside in the Retirement Account? Should you do the pledge?
CPF Retirement Sum: How Much Should You Choose to Set Aside in The Retirement Account? Should You Do the Pledge? Consider the following real life scenario : A couple, Husband age 61, Wife age 58 with no children and house loan has the following assets breakdown: Click above image to enlarge. *The [...]
19
06, 2019
Financial Planning for Millennials – Which Savings Plan Is Best For Me?
Financial Planning for Millennials – Which Savings Plan Is Best For Me? Millennials today are getting more proactive and recognise the importance of saving to attain their financial goals earlier. As a result, there have been an increasing popularity in savings plans among millennials as a way to grow their wealth. However, when choosing a [...]
12
06, 2019
Advice To Newly Weds : Cost Of Pregnancy And How Can I Prepare For It
Advice To Newly Weds : Cost Of Pregnancy And How Can I Prepare For It Housing checked! Wedding checked! Honeymoon checked! What a relief to have all that big expenses all over and done with. Now is finally the time when your lifestyle and finances are back to normal. So what is next? Many people [...]
30
05, 2019
Quarterly Client Newsletter Issue Thirty Four 2019
In this Issue... PIAS Investment Outlook Q2 2019 Asia Small Cap Equities: Capturing The First Mover Advantage In Asia Press Release Click here to read more...
29
05, 2019
Pre-Retirees – Is Your Money Working Hard For You?
Pre-Retirees – Is Your Money Working Hard For You? A conversation I had with a long-time friend: She: Hey, let me ask you: My husband and I have a sum of money; what can we do with it? Me: Well, you can invest some of the money to generate returns. She: But isn’t that [...]
