+65 9234 7537

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Formulating an step-by-step action plan

Quantifying your expectations

Discover how much you need to have per month to sustain the type of lifestyle you want to have during retirement

Understanding much you need to have

Identify both the type of assets and the amount you need in each asset by your desired retirement age

Tailoring a plan to achieve your needs

Know how much you will need to save or invest every month to achieve your desired retirement plans.

Hear what others have to say

Manager @ 

​Lucky Khoon Bathroom Studio

Heng Zhi Liang

I approached Daniel to plan out the details and spell out the options available to me pertaining to my plans.


It was an absolute pleasure working with Daniel towards the planning of my retirement. He thoroughly explained each and every detail and was very patient with all the questions. 


I am extremely pleased with the services would definitely recommend you to engage him should you need help in planning for your finances.

Daniel is assisting me in the management of my financial portfolio. He is a really meticulous person, who takes the time to do a thorough analysis of my financial portfolio.


When it comes to both insurance and investment portfolio management, Daniel provides easy to understand explanations for any novice and doesn’t burden you with the technical jargon.

From my experience working with him, I can tell that Daniel doesn’t believe in a one size fit all approach. Because of that, He approaches every client uniquely, to better cater to their needs. I would definitely recommend him to anyone who is keen on maintaining or even expanding their financial portfolio.

Marcus Goh


Draft out your retirement plan today!
Drop me a message @ 9234 7537 or fill-up the form below

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