Asset Progression
What financial goal are you aiming for by the time you reach the age of 65? It's worth noting that in Singapore, there's an emphasis on achieving financial stability and being debt-free by this age. If you happen to own a property with a current value of $500,000, taking into consideration potential depreciation over time, have you considered whether this would provide a comfortable financial foundation for your retirement?
Daniel (31) & Avril (30)
Combine Income $8,000
Initial Plan:
Sell their 4 room newly MOP BTO and buy a 5 room HDB Flat.
After planning session with me:
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Upgraded to a 3 bedroom Condominium without touching their savings
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Planning to their second property in coming years.
Elijah (42) & Sophia (38)
Combine Income $12,000
Initial Plan: Sell their 4 room HDB and buy an EC.
After planning session with me:
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Upgraded to a 3 bedroom Condominium and invested in a 1 bedroom Condominium
- Maintained a cash reserve of $180,000
- Getting passive income from their 1 Bedder Condo Rent.
Rayson (66) & Elissa (65)
Retirees
Initial Plan: Stay on their 7th Year EC forever
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After planning session with me:
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They got cash surplus of $1.2 million to enjoy after selling their 4 Bedder EC.
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Downsize to a 4 room flat with lease decay is adequate enough for their retirement
Allow me to be completely transparent about one crucial aspect:
Unlike many websites that make grand promises of a hidden financial success formula, I recognize that every household is distinct and deserves personalized attention.
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In order for this to be effective, I must initially evaluate your unique situation before offering a tailored plan.
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Here's the arrangement:
I am offering you a complimentary consultation, with no strings attached.
Contact
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Here's a glimpse of what you can expect from our informative session:
01
Comprehensive Asset Comparison:
Market Insights and Valuable Tools:
We'll compare HDB, EC, and Private Properties to help you make informed decisions.
Gain access to market insights and powerful tools for identifying undervalued properties.
03
Preliminary Financial Assessment:
We'll assess your financial situation and align it with your individual needs.
05
Detailed Financial Calculations:
Understand your sales proceeds and get a breakdown of purchase payments through our in-depth financial calculation process.
07
Property Road Map:
Understand your sales proceeds and get a breakdown of purchase payments through our in-depth financial calculation process.
07
Property Road Map:
We'll provide you with a conservative Property Road Map to help you work toward acquiring multiple properties in the long term.
04
Property Type Evaluation:
Explore the pros and cons of Freehold vs Leasehold properties and New Launch vs Resale developments to find the best fit for your housing requirements.
06
Sales/Purchase Timeline Management:
Receive a thorough explanation of how to manage the timeline for your sales and purchases effectively.
08
The S.M.A.R.T. Strategy:
Discover the secrets behind our S.M.A.R.T. Strategy, which has assisted many clients in increasing the value of their assets and accumulating wealth for an early retirement.
06
The P.W.M Strategy
Receive a thorough explanation of how to manage the timeline for your sales and purchases effectively.