Investment planning

Price: SGD 500

Investment planning is the process of identifying financial goals and converting them through building a plan.

Investment planning is the main component of wealth accumulation planning. It starts off with identification of goals and objectives. Then we need to match those goals with our available investment platforms.

In recent years, there are many investment vehicles to invest in, most common being cash, equities, bonds and property. So according to the funds available we can invest in these vehicles to obtain our goals and objectives.

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Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.

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