Multi Assets Dividend Portfolio for Passive Income

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Scope of Advisory

  • Understanding Your Objectives: We’ll start by clarifying your personal financial goals to ensure that our strategies align perfectly with your aspirations.
  • Establishing Your Monthly Passive Income Needs: Together, we’ll determine the amount of passive income you require each month to maintain your current lifestyle comfortably.
  • Assessing Your Investment Risk Appetite: It’s essential to understand your comfort level with investment risks so we can tailor a plan that suits you.
  • Evaluating Your CPF and SRS Funds: We’ll estimate the monthly amounts available from your Central Provident Fund (CPF) account and Supplementary Retirement Scheme (SRS), exploring ways to generate multiple income streams from these sources.
  • Constructing a Diversified Passive Income Portfolio: We’ll explore various products that can generate passive income for your retirement, customized to your preferences and risk profile. Options include dividend-paying stocks, Real Estate Investment Trusts (REITs), bonds, private credit funds, annuities, endowment plans, and more.

By seamlessly integrating these elements, we aim to build a robust and diversified passive income portfolio that supports your financial independence and long-term security.

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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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