Being a trusted adviser to our affluent clients for over two decades, we've done the math. Considering the total payout and bequest amount, the CPF LIFE Basic Plan makes the most financial sense.
In this first part of our Ten Seconds of Wisdom from our recent CPF webinar, Alvin Neo, Client Adviser at Providend, shares in great detail how each of the CPF LIFE plans actually work as well as key considerations before choosing the plan most suitable for you.
Here's the second part where Alvin explains the concept of SA shielding and illustrates the difference in your CPF OA and CPF SA balances before and after you optimise them - [ Ссылка ]
To learn more about how you can optimise CPF as part of your retirement plan, watch - [ Ссылка ]
RetireWell™ is a methodology that Providend has developed to design a retirement income plan that will provide you with a safe and reliable stream of income for the rest of your life. Download a complimentary copy of the full eBook today at - [ Ссылка ]
With a minefield of financial misinformation out there, we promise to be a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. You can reach out to us for sound advice tailored to your unique situation: [ Ссылка ]
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Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!
For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help here: [ Ссылка ]
Alvin is part of our team of Client Advisers dedicated to serving the younger accumulators in their wealth-building journey, learn more about their interesting backstories here - [ Ссылка ]
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Learn more about:
▸Alvin at [ Ссылка ]
▸Providend's Money Wisdom Podcast Season 3 at [ Ссылка ]
▸Our philosophy at [ Ссылка ]
▸Our publications at [ Ссылка ]
Connect with Providend:
▸Facebook: [ Ссылка ]
▸LinkedIn: [ Ссылка ]
▸Website: [ Ссылка ]
▸Newsletter: [ Ссылка ]
