A Cuppa & A Chat - It's all about protecting you and your loved ones

Shield plans are constantly evolving, and with recent changes like increased costs for upgrading coverage, it’s important to stay informed so you can navigate them and make better choices.

I'll be happy to review your current plans with you.

Great Eastern cuts coverage for A and B1 policyholders who upgrade to a higher-class ward In 2024, all IP insurers except Raffles Health Insurance made changes to their products. Read more at straitstimes.com.

Time Is Your Greatest Ally!

🌿Great experience with everyone from
Singlife and finexis who turned up today to support the OneMillionTrees movement, dedicated to creating a city in nature! 🌱

Want to see your financial future clearly?
Our digital financial planning tool creates a visual map of your finances, showing if you’re on track for retirement.

Start optimizing your finances with finexis today!

Start young so they will be able to manage their finances when they are older.
I teach my kids to invest their Ang Pow money and whatever excess they have.

Discover some useful ratios you can use to assess and improve your financial health! They can help you identify your strengths and highlight areas that can be improved, setting you up for long-term success.

Now that Special Account will be closed when you are 55 and above, where would you put your money to get the 4% p.a. ?

It’s even more crucial to invest for the long term so that our hard earned money is not eroded by inflation.