Its ‘lifestyle’ financial planning approach starts from a client’s current assets and shows what this means for his future. By Genevieve Cua A comprehensive personal financial plan is akin to a sturdy compass for your future financial health. But most people may not have a financial adviser. MoneyOwl, a joint venture between NTUC Enterprise and […]
In our earlier articles (click here to refer), we looked at the projected CPF savings of a new joiner to the workforce with plans to get his own place after 5 years as well as a middle-aged profile looking at upgrading their property. In this article, we explore how a pre-retiree can balance between children […]
Here are some tips for young working adults when managing their finances. How many of these do you practice?
The COVID-19 situation has riled people and businesses, and it seems that yesterday, global stock markets finally showed its fears, with the growing spread of the virus across countries, increased deaths and large clusters in Europe, and fears in the US. The US indices fell more than 3%, the Dow Jones was down more than […]
In our earlier article (click here to refer), we looked at the projected CPF savings of a new joiner to the workforce with plans to get his own place after 5 years. In this article, we will look at a middle-aged profile looking at upgrading their property. Profile 2: Susan and her husband own a […]
The 2019 Melbourne Mercer Global Pension Index which was published in October 2019 scored Singapore’s pension system (proxied by the CPF) a B, the highest rating accorded to an Asian country. The B score was also given to Scandinavian countries like Finland, Norway, Sweden and Switzerland so perhaps the notion that our pension system is […]