Introduction Are you on track to your desired retirement lifestyle? OCBC Financial Wellness Report 2022 has some interesting findings worth highlighting here. OCBC FINDINGS – MOST RESPONDENTS ARE NOT ON TRACK Have you ever wondered how much you would need to retire comfortably or in your desired lifestyle? Well, OCBC published a report “OCBC FinancialContinue reading “Are You on Track?”
Category Archives: Retirement
How We Help Our Clients Retire
Recently a client approached me for help. He has been doing his own stocks investments and even paying for a youtube guru’s system which supposedly can help him maximise his returns. Unfortunately, he has lost a fair bit of his 6-figure capital, which prompted him to seek help. I’ve had the privilege of guiding thisContinue reading “How We Help Our Clients Retire”
What’s Your Retirement Plan?
A few months back, I received a referral from a business owner who had been fully focused on scaling his company. However, he had been neglecting his personal finances, leaving him with no clear roadmap for his financial future or his family’s. His retirement plan relied heavily on upgrading to a condominium, selling it off,Continue reading “What’s Your Retirement Plan?”
Retire Go Where?
Have you ever pondered the option of retiring overseas, or heard some youtuber talking about the idea of retiring in Johore? Read on…………………… There have been a lot of talk of retiring in a lower cost country like Malaysia, particularly Johore to take advantage of the exchange rate advantage and generally the lower cost ofContinue reading “Retire Go Where?”