Book Your Retirement Planning Discovery Session Today
Schedule your 30 minutes non-obligatory Zoom session to find out:
Your Retirement Readiness - find out if you're ready to retire with your current resources
How CPF Life Structure works - and how you can potentially further optimise your CPF
How you could make your resources your employees during your golden years, and generate
a lifelong retirement income stream to complement alongside your CPF Life, and more...
Build your session below to start building towards your ideal retirement ⬇️
Book Your Retirement Planning Discovery Session Today
Schedule your 30 minutes
non-obligatory Zoom session to find out:
Your Retirement Readiness - find out if you're
ready to retire with your current resourcesHow CPF Life Structure works - and how you can potentially further optimise your CPF
How you could make your resources your employees during your golden years, and generate a lifelong retirement income stream to complement alongside your CPF Life, and more...
Build your session below to start
building towards your ideal retirement ⬇️
Here are some case studies...
of how we have helped a number of our clients
Case Study #1 How Mr. Lee went from $1,500/ month to $3,500 in retirement income
Mr. Lee is a 57 years old working professional in the engineering industry, who is looking to retire at 62 years old.
When he first came to us, he was concerned about his retirement funds running out if he lives for too long, and he’s also concerned about the rising cost of living due to inflation and increasingly cost of medical insurance during old age.
With his sole source of retirement income coming from his CPF Life, which is around $1,500/ month, Mr. Lee felt it would not be enough for him to tide through his retirement years.
Mr. Lee wanted an additional $2,000/ month in retirement income. After assessing his situation and his existing portfolio, we restructured a portion of his idle assets to build a retirement dividend income portfolio.
We helped Mr. Lee to achieve a stable income of $3,500/ month, at the same time creating a legacy which he can leave behind for his children without compromising on his retirement.
Through our proposal, Mr. Lee's portfolio is much more optimised, and he's much more assured about his retirement.
Case Study #2 How Mr. Wong went from paying $9,000/year to receiving $24,000/ year
Mr. Wong is 60 years old, semi-retired, looking to retire fully by age 65.
He has bought many financial policies in the past which he is still paying till date, with an annual cash outflow of $9,000 based on premiums alone.
When we assessed his portfolio, we found out that his coverage is not up to date and not the most comprehensive.
The biggest concern was that he needed to continue paying the premiums for life, which could potentially be a big concern when he retires fully, as he will have no more income source, and still have to pay for the policies.
After our in-depth analysis, we restructured his portfolio by converting the policies into an income generating portfolio.
Instead of these policies costing him $9,000/ year, it’s now paying him $24,000/ year instead, while retaining the relevant coverage for Mr. Wong.
Case Study #3 How Mr. Leong went from losing to inflation to making inflation work for him
Mr. Leong is a 58 years old senior executive, who's been rolling his funds in fixed deposits for the whole of his working life. He's looking to retire as soon as possible, however he is concerned about the rising inflation and that fixed deposit may no longer allow him to stay ahead of inflation.
Upon analysing Mr. Leong's portfolio, we restructured a portion of his assets using investment to boost his overall portfolio's performance, while balancing between risk and returns.
We helped Mr. Leong to create an additional $2,000/ month retirement income stream, allowing his assets to work as his "employees" during his golden years, and also preserving his capital to a large extent.
Following our strategies, Mr. Leong's portfolio is not only generating him inflation-beating returns, but with the newly added income stream, he can also have less reliance on his retirement pot during his golden years.
Find out how you can achieve such results
Here are some case studies
of how we have helped a number of our clients
Case Study #1 How Mr. Lee went from $1,500/ month to $3,500 in retirement income
Mr. Lee is a 57 years old working professional in the engineering industry, who is looking to retire at 62 years old.
When he first came to us, he was concerned about his retirement funds running out if he lives for too long, and he’s also concerned about the rising cost of living due to inflation and increasingly cost of medical insurance during old age.
With his sole source of retirement income coming from his CPF Life, which is around $1,500/ month, Mr. Lee felt it would not be enough for him to tide through his retirement years.
Mr. Lee wanted an additional $2,000/ month in retirement income. After assessing his situation and his existing portfolio, we restructured a portion of his idle assets to build a retirement dividend income portfolio.
We helped Mr. Lee to achieve a stable income of $3,500/ month, at the same time creating a legacy which he can leave behind for his children without compromising on his retirement.
Through our proposal, Mr. Lee's portfolio is much more optimised, and he's much more assured about his retirement.
Case Study #2 How Mr. Wong went from paying $9,000/year to receiving $24,000/ year
Mr. Wong is 60 years old, semi-retired, looking to retire fully by age 65.
He has bought many financial policies in the past which he is still paying till date, with an annual cash outflow of $9,000 based on premiums alone.
When we assessed his portfolio, we found out that his coverage is not up to date and not the most comprehensive.
The biggest concern was that he needed to continue paying the premiums for life, which could potentially be a big concern when he retires fully, as he will have no more income source, and still have to pay for the policies.
After our in-depth analysis, we restructured his portfolio by converting the policies into an income generating portfolio.
Instead of these policies costing him $9,000/ year, it’s now paying him $24,000/ year instead, while retaining the relevant coverage for Mr. Wong.
Case Study #3 How Mr. Leong went from losing to inflation to making inflation work for him
Mr. Leong is a 58 years old senior executive, who's been rolling his funds in fixed deposits for the whole of his working life. He's looking to retire as soon as possible, however he is concerned about the rising inflation and that fixed deposit may no longer allow him to stay ahead of inflation.
Upon analysing Mr. Leong's portfolio, we restructured a portion of his assets using investment to boost his overall portfolio's performance, while balancing between risk and returns.
We helped Mr. Leong to create an additional $2,000/ month retirement income stream, allowing his assets to work as his "employees" during his golden years, and also preserving his capital to a large extent.
Following our strategies, Mr. Leong's portfolio is not only generating him inflation-beating returns, but with the newly added income stream, he can also have less reliance on his retirement pot during his golden years.
Find out how you can achieve such results
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