

Not Sure About Contributing to SRS? Consider These Pros And Cons
Thinking of contributing to the Supplementary Retirement Scheme (SRS) to enjoy tax reliefs while building up another source of retirement
Over the years, having Karen as my financial planner has made me feel more confident about my financial well-being and future.
Ms. Wee Soek Yen
You feel like you’re talking to your trusted friend who has your best interests at heart.
Mr. & Mrs. Teo W. L.
Karen creates an experience that relieves a person of any financial tension they may be feeling.
Ms. Ambica Yadavalli
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:
Thinking of contributing to the Supplementary Retirement Scheme (SRS) to enjoy tax reliefs while building up another source of retirement
I was recently interviewed by Her World magazine (June 2022 issue) on an article titled “Dealing with Debt”. The subtitle
Many investors like dividends. They see it as a regular source of income from their investments. But what are dividends?