,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...

Hey ,Hope you're doing well. I wanted to share some news with you.... I became a dad last week!Our little one arrived safely, and we're adjusting to this new life. It's been a mix of everything: lots of love, some sleepless nights, and figuring thing...

Hi ,A quick market update and insights amid all the news and noise...U.S. Economy Holds Steady Thanks to Older AmericansThe U.S. economy is staying strong, even with high borrowing costs and a slow job market. The reason? Older Americans (55+) are sp...

Hi,I wanted to share an important update that may help you better understand what’s happening in the global economy — and how it could affect your investments.Recently, I came across a research paper that left a deep impression on me. It highlights h...

Hi ,My apologies, there was an error spotted in the Retirement Sums Projection chart.Below is the table for the projected retirement sums if it continues to increase at 3.5%per year.Best Regards,Zest ChiaExecutive Wealth Consultant | Associate Estate...

,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...