How to potentially achieve 6-figure retirement fund and leave a recession-resilient legacy

Here’s how I helped George to optimise his portfolio

George, Managing Director of an e-commerce firm

Before getting to know me:

• George had taken up a $2 million premium plan with a leveraged annuity from the bank.
• This annuity comes with a USD interest rate.
• George was afraid of the interest rate hike as well as potentially over-leveraging.
• He was unsure if he could pay off the loan in the short term, especially if the interest rate rises.
• Although he was keen to invest, he does not know which funds he should invest in
• He also does not want to spend too much time figuring out what to do.

After I understood George’s concerns:

• I helped him invest in funds that can potentially achieve annualised returns of 10%, to offset the risk of an interest rate hike.
• I also advised him on what he could do in order to withdraw profit from the investment (whenever necessary) to pay off the loan or interest rate hikes.
• That way, I helped him grow his wealth holistically and managed his risks
• He appreciated and greatly valued this help and advice, which he previously did not receive
• George also subsequently referred his sister to me to help her invest her SRS.

Delaying your retirement despite having multiple assets?

⚠️ Many Singaporeans are actually asset-rich but lack strategy to generate multiple income streams.

⚠️ Many people don’t have an effective framework to preserve and grow their wealth for their loved ones.

⚠️ Their existing plans are not effectively optimised to provide enough passive income for a comfortable retirement.

⚠️ Many are either too busy to manage their own existing portfolios or find it daunting to reallocate their assets with changing needs for better returns.

Are your CPF Full Retirement Sum payouts of $1,500+ a month actually enough for you to retire in comfort?

With rising inflation and costs, how long can your retirement sum actually last?

What is lacking is a sound strategy to optimise your assets

You are NOT looking for someone who:

✖️ Just sells you a plan and does not review it regularly according to your changing needs and latest economic climate

✖️ Don’t have an effective investment framework to help you grow your wealth and hedge your risks in the long run.

✖️ May not be able to give you an unbiased and holistic comparison of a variety of accessible funds in the market

✖️ Is just another ‘guru’ sharing a secret investment framework that you have to DIY.