Karen Tang, CFP®: Certified Financial Planner in Singapore

Achieve your financial security.

With a comprehensive set of services.

Services: Wealth Accumulation

Whether you are a high risk taker, a balanced or a conservative investor, a suitable wealth accumulation strategy can be structured for you – one that has the right mix of savings and investments component.

  • Savings – This is the foundation to building your wealth. It provides certainty and security.
  • Investments – This will help your money grow at a faster rate and it does involve some risk taking. In investments, asset allocation is key. Asset allocation aims to balance risk and reward by apportioning a portfolio’s assets to the different asset classes, keeping in mind an individual’s goals, risk tolerance and investment time horizon. That is why realignment or rebalancing is important to ensure that the overall asset allocation is maintained.
    Asset classes include:
    • Cash
    • Fixed income
    • Equities
    • Others (for example – property, alternative investments)

A robust investment strategy can help you achieve your desired goals in these areas:

  • Retirement financial planning
  • Children’s tertiary education planning
  • Saving for a new home
  • Starting a business and more

Solutions include:

  • Endowment solutions with guaranteed capital and guaranteed payouts or returns
  • Investments (unit trusts, ETFs, index funds)
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