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Analyzing Graphs

Tailoring a retirement plan

to your exact requirements

uncovering wealth through analysis

 

ABOUT

I’ve been certified as an Associate Wealth Planner (AWP) since 2015 and licensed as an Independent Financial Advisor since 2017. 

Specializing in the area of retirement, I will help guide you in the areas of: 

  • Central Provident Fund (CPF)

  • Asset and Investment Management

  • Insurance & Legacy Planning

  • Taxation Planning

 

SERVICES

uncovering wealth through analysis

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RETIREMENT PLANNING

Formulating an actionable plan

Quantifying your retirement expectations

Deriving the source of income during retirement

Designing a step-by-step plan to achieve retirement needs

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INSURANCE PLANNING

Optimizing your insurance portfolio

Quantifying your insurance needs

Consolidating your existing insurance portfolio

Comparing what you have with what's available in the market

 

RESOURCE LIBRARY

Request or download the information you need for free

FUND INVESTMENT PLAYBOOK

Download a free e-book on the basics of fund investing and portfolio management. Discover and learn about investing from a step-by-step guide.

PRODUCT COMPARISON

Request for the quotation and comparison tailored to your needs for insurance, savings, retirement and annuity plans in the market today.

 
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Daniel is meticulous and professional in tailoring a financial plan for what I want to achieve in the near future, where he took the effort to compare products across providers, drawn up three possible scenarios and advised products purely based on my needs/targets.

 

He is mature in his thought process and his experience with portfolio planning and investment really came through during the planning process. In addition, he went beyond and above to look through my father’s portfolio.

 

All in all, a dedicated financial planner who truly has his clients’ interests at heart.

Asher Chew

(Commercial Banking Analyst)