Imagine: you’re sipping cocktails on a beach, not stuck in morning traffic.
Sounds good, right? But how do you get there?
The secret weapon? Compound interest! It’s like magic for your savings, growing your money exponentially over time.
Here’s the gist:
🟢 Start early: The sooner you start, the more time your money has to compound. Even small amounts add up!
🟢 Maximize your SRS funds: Take advantage of tax benefits to boost your retirement savings.
🟢 Invest wisely: Work with a #TrueIFA like us to create a personalized investment plan based on your goals and risk tolerance.
Don’t wait until it’s too late! Start planning your dream retirement today.
#retirementgoals #ChooseIndependent
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 independent 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.
With over a decade of experience in the financial services industry, I take pride in being part of Financial Alliance Pte Ltd, Singapore’s Largest Independent Financial Advisory firm with $1 Billion in Assets Under Management. Since 2013, I’ve been committed to delivering unbiased, one-stop financial planning services, specializing in Estate Planning.
I hold multiple professional certifications, including the Associate Estate Planning Practitioner (AEPP®) designation certification by the Society of Will Writers (SWW) of the UK and the Estate Planning Practitioners Limited (EPPL) since August 2016, Associate Estate Planning Adviser (Associate EPA) designation certification by Asia Estate Planning Association (AEPA) since September 2024, Certified Will Planner (CWP) credential for Will Planning Service (Personal) since October 2024 and IBF Qualified (“IBFQ”) credential for Financial Planning (Personal) since September 2016. Additionally, I’m an Associate Financial Planner (AFPCM), an Associate Financial Consultant (AFC), and a Singapore Accredited Mortgage Planner (SAMP™). These credentials reflect my dedication to maintaining the highest standards of competency, ethics, and professionalism in financial planning.
My Passion
I’m passionate about providing impartial, comprehensive financial advice that aligns with my clients’ interests. I specialise in fee-based estate planning services such as Comprehensive Will Writing, Lasting Power of Attorney (LPA), Advance Medical Directives (AMD), Personal Trusts Planning, CPF & Insurance Nominations, Advance Care Planning (ACP), and SNTC Special Needs Trust.
Beyond estate planning, I offer various financial solutions—from life insurance and investments to general insurance. My clients range from individuals and families to small businesses and corporations, and I’m dedicated to helping each of them reach their financial aspirations.
My Belief
I firmly believe that now is always the best time to leverage expert advice and available resources. By building strong financial literacy, we can all make informed decisions that enhance our financial well-being, no matter the economic climate.
Let’s connect over coffee soon!
About Financial Alliance, SINGAPORE’S LARGEST INDEPENDENT FINANCIAL ADVISORY FIRM
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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