27/10/2023
🚀 Get ready to accelerate your investments? 💰 Get more out of your investments with 𝐭𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐭 𝐚𝐧𝐝 𝐟𝐢𝐱𝐞𝐝 𝐭𝐨𝐭𝐚𝐥 𝐜𝐡𝐚𝐫𝐠𝐞𝐬!
With fixed total charges, as your investment grow, your policy value will follow suit.
👇🏼 We offer you a simple way to keep your investments easy:
✅ Booster Bonuses of up to 34% p.a.
✅ Annual Loyalty bonuses up to 1.2% p.a.
✅ Fixed total charges to optimise value
✅ Curated funds with cash-out and reinvestment options
✅ Complimentary auto-rebalancing services
What's more, 105% of your policy value is payable as life coverage to the last person insured in the policy.
Secure your financial future - Drop us a message to secure a FREE consultation slot.
27/10/2023
📢 Save 𝟑𝟏.𝟏𝟒% on your tax bill!
Increase your retirement savings by reducing your tax bill.
✅ Minimum investment amount of $10,000 using Supplementary Retirement Scheme (SRS)
✅ Contributions are tax deductible, subject to a cap on personal income tax relief of $80,000 SGD per tax year.
✅ Enjoy a 50% tax concession for withdrawals from retirement age of 63 (or when the withdrawal conditions are met).
✅ Withdraw the lump sum or up to $40,000 per year tax-free for ten years.
✅ No medical underwriting required
Requirements
*Age between 21 to 58 only
*Applicable for all Singaporeans, PRs, and foreigners.
Drop us a message to secure a FREE consultation slot.
09/02/2023
Hello! I am a Thomas Pang, dedicated to helping Clients between the ages of 25 to 45 deal with the complexities involved in retiring early. I have helped numerous individuals, organize and construct a retirement plan using multiple asset classes.
Let me share with you a couple of case studies. One of my clients, Devin, 36 , came to me feeling lost. After working for 13 years and earning a decent income, he was unsure of what he was working towards. Through a strategic meeting with me I was able to help them refocus on areas that are most important to him and create a wealth protection and enhancement plan that set him on the path for a early retirement.
Another client, Soo Chun, 34, came to me unsure if he is in a position to retire comfortably at 60. After a discovery session, we found that his portfolio was bogged-down by inefficient insurance plans, this took away from the balance he could invest for an early retirement. After a recalibration of his portfolio he was able to lower his projected retirement age to 55.
If you're looking to retire early or create a plan that encompasses you and your loved ones, I encourage you to take the next step and schedule a consultation. Let's work together to achieve your goals!
