
What are the benefits of unit trusts for investors in Singapore?
Unit trusts, also known as mutual funds, are a popular investment option for investors in Singapore due to several benefits
Financial planning is about taking responsibility for your own financial well being. It also includes checking your financial pulse rate at regular intervals to ensure that your are in a continually healthy state.
Since 2005, Karen has been helping professionals and executives protect, build and preserve their wealth. She is a Certified Financial Planner™ – that means quality advice and vital expertise for her clients.
Most financial planning starts with an assessment of goals. The approach that Karen takes in creating a unique financial plan for each individual is holistic and it focuses on the person’s financial and non-financial priorities.
Karen provides a range of Personal Financial Advisory Services. This includes Risk Management, Investment Planning, Retirement Planning, Children’s Tertiary Education Planning and Estate Planning.
Karen’s clients trust her for her sound unbiased advice and professional ethics. Get in touch and schedule a consultation with her to assess how she can help you to achieve your financial goals. The process begins now.
Comprehensive financial planning means addressing a person’s financial needs and concerns holistically as opposed to looking at them from a ‘piecemeal’ approach. The range of financial planning services that Karen provides include:
Unit trusts, also known as mutual funds, are a popular investment option for investors in Singapore due to several benefits
What is investor risk profiling? It is the process of figuring out what is the tolerance or appetite for risk
Most investors face a dilemma in correct decision-making: when to buy, when to sell, what to buy, what to sell,