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Are You Getting the Best Out of Your Financial Portfolios?


Thu Mar 16 2017, 12:00pm–3:00pm
Fri Mar 24 2017, 12:00pm–3:00pm

Where: Raffles City, 252 North Bridge Road, City Hall, Singapore

Restrictions: All ages

Ticket Information:

  • Admission: Free

Listed by: tanz0101

What can you do with your paycheque?

Are you getting the best values and benefits of your insurance and financial instruments? How do you fit all of them into a smart strategy for your financial dreams and targets?

What about Financial Freedom? What about your children's education? Or your retirement goals?

Whether you're a doctor, lawyer, PhD, professional engineer, teacher, retiree etc etc., you need to have some form of proper financial planning in order to manage your risks and minimise the chance of outliving your savings.

Let us try to help you increase your benefits, save money on your premiums, and channel them to accumulation purposes such as savings plans and investments.

During this 1-to-1 consultation, we will help address your needs and objectives, and financial goals, whether it's for yourself or for your loved ones e.g. children/parents. Then we will review and find out how to create a strategy with your existing portfolio and discuss on future directions to take.

Do sign up for this free no-obligation review and see how we can extract the best value for your financial goals! With the CNY festive season, there will also be some promotions that you may be fortunate enough to grab as well.

In any case, there is nothing for you to lose.

*Timing of meetup/appointment is flexible. Please sign up through the website link above, and we'll contact you to arrange.