How To Invest For Your Retirement
Construct, Implement & Manage a funds portfolio
Discover and learn about investing:
Philosophies & Principles
Strategies - The why
Implementation - The how
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:
How to better use your Central Provident Funds (CPF)
How to Invest and build a winning portfolio
How to find the right Insurance with the best benefit-cost trade offs
How to preserve your legacy and transfer it to the next generation
How to legally pay lower taxes and save more money
Let me do the math for you to save you time and money
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
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
Engineer Specialist @ SMRT