Post Wedding Financial Planning

Post wedding financial planning assist the couple in growing their wealth together for a short term goal to a long term goal. Our work assists the clients to hedge against inflation and provide them an alternative to build their children’s education funds as well as nest for their common retirement. We aim to assist them in building a portfolio that pays dividend income year to year

Identifying your priorities

Savings for a common goal

In a marriage there will definitely be goals that couples work together for. It could be a bulky purchase such as a family car, down payment for a property or holidays. We provide different savings or investment alternatives that assist the couple to achieve them easier.

Education planning

It is always the wish of the parents to provide the best for their children. Tiertiary education costs are one of the aspect couples are worried about when they start to see their children growing up. Education is one of the most expensive item in a children upbringing. We may or may not be able to fund 100% of their education fees. But we can give them a good headstart. If children education is one of your concern as parents, start early to build an education funds for your children.

Retirement planning

A milestone in a marriage for a couple is to enter retirement phase together. Retirement planning gives you enough funds to fall back on. It gives you a choice to enter retirement earlier also. It is no longer neccesary to work til old age before you talk about retirement. The consciousness about retirement planning in the current society has brought forward the retirement age. With proper planning, you could retire early and live the life you wanted.

Building a dividend income portfolio

Do you have fixed yearly expenses such as road tax, motor insurance, utilities etc. A dividend income portfolio can provide you income stream that either defrays your fixed expenses partially or fully. We aim to build a portfolio that offers you consistent dividend income using your cash surplus or CPF funds.

Let's get started


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    • a Financial Services Consultant of Crown Organization Branch (“Crown Organization”), to contact me (even though my telephone number is already registered on the National Do Not Call Registry) for marketing purposes, and provide me with marketing, advertising and promotional information, materials and/or documents relating to financial services marketed by Crown Organization Branch (“Crown Organization”).The consent I provide is in addition to and does not supersede, vary or nullify any consent which I may have provided previously in respect of the above purposes, unless my consent is withdrawn. I confirm that I am the user and/or subscriber of the telephone number or email provided by me.

    • a Financial Services Consultant of Crown Organization Branch (“Crown Organization”), a branch unit representing Manulife Financial Advisers Pte. Ltd. (“Manulife FA”), to contact me (even though my telephone number is already registered on the National Do Not Call Registry) for marketing purposes, and provide me with marketing, advertising and promotional information, materials and/or documents relating to products and services marketed by Manulife FA. The consent I provide is in addition to and does not supersede, vary or nullify any consent which I may have provided previously in respect of the above purposes, unless my consent is withdrawn. I confirm that I am the user and/or subscriber of the telephone number or email provided by me

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