How To Invest For Your Retirement
Construct, Implement & Manage a funds portfolio
Discover and learn about investing:
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Philosophies & Principles
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Strategies - The why
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Implementation - The how
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Selecting your investments - The what
About Daniel Lee
As an Independent Retirement Planner, I will tailor a strategy and guide you step by step in areas such as:
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How to better use your Central Provident Funds (CPF)
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How to Invest and build a winning portfolio
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How to find the right Insurance with the best benefit-cost trade offs
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How to preserve your legacy and transfer it to the next generation
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How to legally pay lower taxes and save more money
Services Available
Let me do the math for you to save you time and money
Full Financial
Planning & Analysis
Providing you with the answers on:
How to start planning for your children’s education and retirement​?
How much should you save per month and how much is enough?
How to improve your performance and do more with less?
Compare & Find The
Best Financial Product
Now you can filter the market and discover the best:
Health insurances to co-pay your
hospital expenses
Life Insurances to protect your family against unwanted circumstances
Investment Fund to incorporate into your investment portfolio
Our Trusted Financial Partners:
and many more...
HEAR WHAT PEOPLE SAY
YOUR JOURNEY TO SUCCESS BEGINS TODAY
Need more information? Contact and converse with me
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