Singapore REITs Advisory and Recommendation

Price: 1500-2000 (20% discount for current students and clients)

“Are you looking to invest in REITs but don’t know where to start? Engage a qualified REIT specialist to help you construct a portfolio that aligns with your investment goals. With their expertise, you can avoid costly mistakes and shorten the learning curve. Start investing in REITs with confidence today!”

Remember, investing in REITs can be a great way to diversify your portfolio and generate passive income. By engaging a qualified REIT specialist and MAS licensed financial advisor,  you can ensure that your investments are well-managed and aligned with your financial goals.

Deliverables:

  • A pre-meeting (complementary) to understand your investment objective, risk appetite and time horizon to assess whether REITs is a suitable asset class for you. You can book the meeting by click the “Book My Time for Discussion” button below. 
  • Review your current REITs portfolio and make recommendation how to improve your current portfolio
  • Provide a list of recommended REITs depends on the size of your capital and risk appetite.
  • A reports (50-80 pages) to be provided within 2 weeks.
  • A meeting (typically 1-2 hours) to explain the REITs recommendation and address all your questions related to the portfolio.
  • You have an option to DIY your own portfolio with reference to the recommended REITs portfolio, or engage me to construct and manage the portfolio for you (i.e. outsource the investment so that you can save your time to pursue your own passion and work).

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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

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