,I recently had a meaningful conversation with a client who had just upgraded from his HDB flat to a condominium. Like many others, he used his CPF Ordinary Account (OA) to fund the purchase of his first home. Upon selling it, he had to refund the CP...

,I recently had a meaningful conversation with a client who had just upgraded from his HDB flat to a condominium. Like many others, he used his CPF Ordinary Account (OA) to fund the purchase of his first home. Upon selling it, he had to refund the CP...

Hi ,From 1 May, both UOB One and OCBC 360 savings accounts will be revising their interest rates downwards; this affects all existing and new accounts.Here’s a quick summary so you can take action if needed:For UOB One, the maximum interest you can e...

Hi ,Here’s a quick update on what’s happening in the markets and what it could mean for the months ahead.🌍 Global View: The U.S. Is Losing Some InfluenceUnder Trump, the U.S. has taken a more unpredictable approach in global trade, especially with h...

Hi ,This week has been quite a rollercoaster for the stock markets.In my previous email, I mentioned that Trump would likely pull back or pause on his trade policies, especially under the pretext that countries that don’t retaliate might get preferen...

Hi ,I hope you’ve been finding the Retirement Planning Checklist helpful as you start mapping out your retirement journey! As promised, I’m excited to share an exclusive preview of my upcoming eBook:“Retirement Planning Secret: Your Step-by-Step Guid...

Hi ,I understand the nervousness you may have, and I have spent my weekend reading and catching up on the latest news so I can share some thoughts that I hope will calm your worries and help you stay the course.There is no denying the headlines about...

Hi ,I’m thrilled to introduce something new—just for you!This marks the launch of our Quarterly Catch Up!, designed to bringyou timeless financial insights, practical tips, and updates to help you stay informed and confident!In this de...

Hi ,I hope you're doing well!The stock market has been quite up and down lately, mainly because of U.S. trade policies and global uncertainties. While no one can predict the future, here’s a simple breakdown of what I have observed:1️⃣ Interest Rates...

Hi ,I hope the year has been going well for you!Recently, one of my clients had a minor car accident. His car was sideswiped by another vehicle that was trying to cross three lanes to get into a right-turn-only lane. A day later, the other driver off...