“今年CPF SA账户调整的消息让我突然意识到,我的退休规划可能完全不够用…”
35岁的客户上周焦虑地告诉我。这绝非个案——许多人在20多岁购买了保险和储蓄计划后,就把文件束之高阁,直到危机来临才惊觉保障不足。
定期检视保单就像给财务做健康检查,确保你的保障始终跟上人生变化,该加的加、该减的减!
案例:李先生,32岁IT工程师
保单检视就像汽车保养:
你的保单同样需要这样的”保养周期”!
保障缺口检测:
储蓄计划评估:
税务优化检查:
若是你想了解 policy review 保单检视,📱 随时联系我:
WhatsApp: +65 81267108
WeChat: wynne_weining
Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek unbiased financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
我是Wynne 魏宁,2008年通过全额奖学金来到新加坡,并在本地知名公立医院手术室工作近14年。医疗工作的经历,让我深刻理解风险管理与保障规划对家庭的重要性。
后来,随着组建家庭、成为三个女儿的母亲,我选择转型进入理财行业,希望结合自身医疗背景与专业经验,更全面地帮助家庭做好保障与财富规划。
作为独立金融顾问,我能够从超过150家金融机构中进行比较与筛选,为客户提供更客观、清晰且适合长期发展的财务方案。
我希望成为您在新加坡长期信赖的理财顾问,与您一起为未来建立更安心、稳定的基础。
期待与您进行一场有深度的对话,一起开启属于您的财富增长与风险守护之旅。如果您希望进一步与我联系,点击“预约咨询”。
WeChat:wynne_weining
WA:8126 7108
By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
Subscribe to our newsletter to receive updates on our latest content!
By submitting this form, I confirm that
提交此表格,即表示
In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.
根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.
By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.
提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策