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Insurance is an essential aspect of financial planning, offering protection and peace of mind in the face of unexpected events.
However, many individuals in Singapore may find themselves overpaying for insurance coverage without realizing it. In this article, we’ll explore common signs that indicate you might be overpaying for insurance in Singapore and provide practical tips on how to assess your insurance needs and potentially save money.
This is one of the biggest changes in CPF announced in today’s budget for 2024. My phone was flooded with tons of questions about this change, so it would be good if I could provide my thoughts here:
1)Basically, this change is meant to close the CPF SA shielding loophole. You can no longer get a 4.05% SA interest without a lock-in, as CPF SA will be closed after age 55.
Over the years, I have entrusted my finances to Sally, and I couldn't be more pleased with the results. Her meticulous attention to detail, coupled with her extensive knowledge and competence in retirement planning, has been instrumental in securing my financial future. I have full confidence in her ability to navigate the complexities of retirement planning, and her dedication to my financial well-being is truly commendable. I am grateful for her expertise and unwavering support throughout the years, and I highly recommend Sally to anyone seeking a reliable and knowledgeable advisor for their retirement planning needs.
"I am incredibly impressed with the excellent and knowledgeable financial planning provided by Sally Chua. Her expertise and attention to detail have truly made a significant difference in my financial well-being. She took the time to understand my goals and crafted a personalized plan that exceeded my expectations. I highly recommend Sally Chua to anyone seeking financial guidance and support."
I am writing to express my utmost gratitude and admiration for Sally's outstanding dedication, sincerity, and exceptional service throughout our professional relationship. Over the years, Sally has consistently demonstrated an unparalleled level of commitment and expertise in helping me achieve my financial and protection goals. What truly sets Sally apart is her unwavering follow-through. I have always been impressed by her attention to detail and her proactive approach in ensuring that every aspect of my financial plan is meticulously executed. With Sally by my side, I have always felt secure and confident in my financial decisions. Thank you, Sally, for your unwavering commitment and dedication. You are truly an asset, and I feel fortunate to have you as my financial advisor.
Sally is the owner of MoneyWealth, an Associate Director of MWM, a group under PromiseLand Financial Advisory Pte Ltd.
With over 9 years of expertise in financial planning at PromiseLand Financial Advisory Pte Ltd, Sally specializes in comprehensive financial strategies, including will planning. Her loyal clientele bears testament to the trust and success cultivated through her unwavering commitment and dedication. Recognized as one of the Top 2% to 5% of Financial Advisers globally by the Million Dollar Round Table, Sally embodies excellence in her field.
Her favorite mantra, “I was lucky — I found what I love to do early in life,” reflects her genuine passion and dedication to her profession.
Copyright © 2024 Moneywealth.sg by Sally Chua, who is a Financial Adviser Representative of PromiseLand Financial Advisory Pte Ltd.