Are you aged 50–65 with $500k+ to $1m in retirement savings but still feel uncertain about your future? You’ve worked hard to build your nest egg. Now, it’s time to ensure it works harder for you.
Retirement shouldn’t mean sacrificing your dreams or depending on others. With my Certified FFR (Fit for Retirement) approach, I’ll help you create a predictable, sustainable income plan so you can enjoy your senior years stress-free—knowing your finances are secure, your legacy is protected, and your independence is guaranteed.
You deserve more than generic advice. Our Soul Wealthy Journey – Wealth Enjoyment is built for pre-retirees like you who:
Here’s what you’ll gain:
✅ A Personalized Blueprint to generate reliable income that lasts through retirement—no guesswork.
✅ Tax-Smart Strategies to keep more of your savings and minimize IRS surprises.
✅ Estate Planning Integration to safeguard your legacy and protect your family’s future.
✅ Peace of Mind with an experience and tested IFA rep who prioritizes your security over market trends.
1️⃣ Discover Your Vision: We’ll map your retirement goals—whether it’s monthly vacations or a grandchild’s education fund.
2️⃣ Stress-Test Your Savings: Using advanced tools, I’ll ensure your plan withstands market downturns, inflation, and life’s surprises.
3️⃣ Build Your Safety Net: Create a guaranteed income stream to cover essentials, so you never compromise your lifestyle.
4️⃣ Monitor & Adapt: Regular check-ins to keep your plan aligned with life changes and economic shifts.
This is the #1 fear I hear from clients. My strategies focus on capital preservation first, ensuring your core income stays stable—no matter what happens on Wall Street. You’ll sleep easier knowing your essentials are shielded from volatility.
Don’t Leave Your Retirement to Chance
👉 [Schedule a non obligatory Consultation] 👈
In just 30 minutes, we’ll uncover:
“After working with Kelvin, I finally feel in control. My income plan is clear, and I’m excited for retirement!”
— Mrs. Chan, Client since 2010
| 100+ Clients Served | over $70m sum protected |
Ready to Get Certified For Retirement?
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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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