<h2>Purpose of the event</h2>Reviews are important because your personal situation might have changed, your lifestyle and financial goals might have been altered. Your insurance needs may evolve or your debts may not be effectively managed. How does upgrading to a private condo affect your financial situations?We see many individuals after attending an investment outlook event freeze to make decisions or make the wrong decision by following advice blindly without considering their own financial situation and goals. It is my intention to help individuals see the importance of holistic financial management as well as highlight key elements on developing their own financial plan.Leading the workshop is Alfred Chia, CEO of SingCapital with more than 25 years of experience and an author of 3 best-selling books in property &amp; financial management<h2>Program Outline</h2><ol><li>Financial Planning Framework Learn our holistic 7-step financial &amp; wealth management framework which you can use for your own planning. Get awareness of your concerns and priorities via our financial fact-find methodology.</li><li>Financial Status &amp; Ratios Learn the essentials of the financial plan which comprises of savings, key financial ratios, income statement, analysis of cashflow statement and net worth statement.</li><li>Protection &amp; Insurance Gaps Understand how we audit protection gaps, and guidelines for you to structure your insurance policies</li><li>Investment &amp; Portfolio Design Acquire a few key competencies in investment management, and portfolio designs and strategies</li><li>Property Investment &amp; Financing Options Review your property mortgage &amp; financing options. Unlock the value of your property as a leverage for further property investment or simply save the cost of interest</li><li>Recognise the importance of legacy and wills planning Understand the key elements in a will which makes it functional and it includes the essential information such as revocation, executor appointment</li><li>Financial Goal Plan Have a good sense to develop your financial plan which highlights your financial concerns and recommendations to achieve goals. Conceptualize financial options.</li></ol><h3>The Speaker</h3><a rel="" href="https://singcapital.com.sg/management-team">Alfred is the CEO of SingCapita</a>l which is a Financial Advisory firm licensed by Monetary Authority of Singapore (MAS). He has more than 25 years of experience in the financial advisory field serving both individuals and corporations, and sits on the board of various real estate funds as independent director and advisory board member. His insights and perspectives on various financial matters are regularly interviewed by numerous media channels from radio to TV including Channel NewsAsia, Channel U, Strait Times and Business Times.As an ardent believer in the power of education, Alfred strives to share his knowledge through as many conduits as possible. He is the Creator and Chief Trainer for the popular program, 'Singapore Accredited Mortgage Planner', for real estate and financial professionals.This passion to share has also prompted Alfred to author 3 books, ‘Mortgage and Grow Rich’, ‘Grow Rich Singapore Style’ and ‘Last Wishes’. The books are dedicated to holistic financial planning towards financial well-being. The Last Wishes entitled “Last Wishes: Financial Planning, Will Planning and Funeral Planning in Singapore” is his latest book.A Comprehensive Financial Planning &amp; Portfolio Management Workshop Date: 23 March 2019 Time: 10am to 12.30pm Venue: Paya Lebar Square next to Paya Lebar MRT Station (60 Paya Lebar Road, Paya Lebar Square, #09-01 Singapore 409051) Contact No.: 6801 4088 Fees: Free Workshop for first 40 participants (worth $138)

Purpose of the event

Reviews are important because your personal situation might have changed, your lifestyle and financial goals might have been altered. Your insurance needs may evolve or your debts may not be effectively managed. How does upgrading to a private condo affect your financial situations?

We see many individuals after attending an investment outlook event freeze to make decisions or make the wrong decision by following advice blindly without considering their own financial situation and goals. It is my intention to help individuals see the importance of holistic financial management as well as highlight key elements on developing their own financial plan.

Leading the workshop is Alfred Chia, CEO of SingCapital with more than 25 years of experience and an author of 3 best-selling books in property & financial management

Program Outline

Financial Planning Framework
Learn our holistic 7-step financial & wealth management framework which you can use for your own planning. Get awareness of your concerns and priorities via our financial fact-find methodology.

Financial Status & Ratios
Learn the essentials of the financial plan which comprises of savings, key financial ratios, income statement, analysis of cashflow statement and net worth statement.

Protection & Insurance Gaps
Understand how we audit protection gaps, and guidelines for you to structure your insurance policies

Investment & Portfolio Design
Acquire a few key competencies in investment management, and portfolio designs and strategies

Property Investment & Financing Options
Review your property mortgage & financing options. Unlock the value of your property as a leverage for further property investment or simply save the cost of interest

Recognise the importance of legacy and wills planning
Understand the key elements in a will which makes it functional and it includes the essential information such as revocation, executor appointment

Financial Goal Plan
Have a good sense to develop your financial plan which highlights your financial concerns and recommendations to achieve goals. Conceptualize financial options.

The Speaker

Alfred is the CEO of SingCapital which is a Financial Advisory firm licensed by Monetary Authority of Singapore (MAS). He has more than 25 years of experience in the financial advisory field serving both individuals and corporations, and sits on the board of various real estate funds as independent director and advisory board member. His insights and perspectives on various financial matters are regularly interviewed by numerous media channels from radio to TV including Channel NewsAsia, Channel U, Strait Times and Business Times.

As an ardent believer in the power of education, Alfred strives to share his knowledge through as many conduits as possible. He is the Creator and Chief Trainer for the popular program, 'Singapore Accredited Mortgage Planner', for real estate and financial professionals.

This passion to share has also prompted Alfred to author 3 books, ‘Mortgage and Grow Rich’, ‘Grow Rich Singapore Style’ and ‘Last Wishes’. The books are dedicated to holistic financial planning towards financial well-being. The Last Wishes entitled “Last Wishes: Financial Planning, Will Planning and Funeral Planning in Singapore” is his latest book.

A Comprehensive Financial Planning & Portfolio Management Workshop


Date: 23 March 2019
Time: 10am to 12.30pm
Venue: Paya Lebar Square next to Paya Lebar MRT Station (60 Paya Lebar Road, Paya Lebar Square, #09-01 Singapore 409051)
Contact No.: 6801 4088
Fees: Free Workshop for first 40 participants (worth $138)




Financial Planning and Portfolio Management Workshop

A Comprehensive Financial Planning and Portfolio Management Workshop

<figure><a href="https://cdn.bloghunch.com/uploads/6hGCFcC7VzHGeGKx.webp"><img src="https://cdn.bloghunch.com/uploads/6hGCFcC7VzHGeGKx.webp" mediatype="img" alt="world ageing festival 2024" width="800" height="601.6666666666666" dataalign="left" caption="" link="" class=""></a></figure>The audience was incredible during our presentation on ‘Planning for tomorrow and securing your golden years’ at the Active Ageing Festival!A heartfelt thank you to everyone who attended. Your enthusiasm made it truly special.As we navigate the journey towards retirement, let’s continue to prioritize smart financial planning and empower ourselves for the future. Remember, it’s never too late to take control of our finances and shape our golden years with confidence. But you don’t have to go it alone! Our professional team of Financial Consultants at <a class="x1i10hfl xjbqb8w x1ejq31n xd10rxx x1sy0etr x17r0tee x972fbf xcfux6l x1qhh985 xm0m39n x9f619 x1ypdohk xt0psk2 xe8uvvx xdj266r x11i5rnm xat24cr x1mh8g0r xexx8yu x4uap5 x18d9i69 xkhd6sd x16tdsg8 x1hl2dhg xggy1nq x1a2a7pz x1sur9pj xkrqix3 x1fey0fg xo1l8bm" href="https://www.facebook.com/hashtag/singcapital?__eep__=6&amp;__cft__[0]=AZVKNlyD5v5MTaHkr_P6HDBKhO0nX9gOnZfgPdsI19fSu6kzbws6AD9TrcQ7ZDZdbVTkEVIGIr0WisqWJAVx9L6iXtmU3rmmPUIXDO4flnAMBz9jWVVp0AcgUXfb3KXt8dkT8TNR0eqD-KFJH3vuqklx9vlsGjNYBzUi50sgFh9CezWtfnjck3mYVxPRkl0tLnQ&amp;__tn__=*NK-R" style="color: var(--blue-link); cursor: pointer; text-decoration: none; outline: none; list-style: none; margin: 0px; text-align: inherit; border-style: none; padding: 0px; border-width: 0px; box-sizing: border-box; background-color: transparent; font-weight: 400; display: inline-block; -webkit-tap-highlight-color: transparent; touch-action: manipulation; font-family: inherit;">#SingCapital</a> is ready to be of service.Whether you need personalized advice, investment strategies, or retirement planning, we are here to support you every step of the way.Missed the presentation? Don’t worry! Feel free to reach out if you have any questions or would like to delve deeper into the topics covered. Let’s continue this conversation and support each other on our financial journeys.

The audience was incredible during our presentation on ‘Planning for tomorrow and securing your golden years’ at the Active Ageing Festival!

A heartfelt thank you to everyone who attended. Your enthusiasm made it truly special.

As we navigate the journey towards retirement, let’s continue to prioritize smart financial planning and empower ourselves for the future. Remember, it’s never too late to take control of our finances and shape our golden years with confidence. But you don’t have to go it alone! Our professional team of Financial Consultants at #SingCapital is ready to be of service.

Whether you need personalized advice, investment strategies, or retirement planning, we are here to support you every step of the way.

Missed the presentation? Don’t worry! Feel free to reach out if you have any questions or would like to delve deeper into the topics covered. Let’s continue this conversation and support each other on our financial journeys.

World Ageing Festival Official Exhibition 2024

<figure><a href="https://cdn.bloghunch.com/uploads/SAgk74AFiqMroA1a.webp"><img src="https://cdn.bloghunch.com/uploads/SAgk74AFiqMroA1a.webp" mediatype="img" alt="treeplanting" width="800" height="600" dataalign="left" caption="" link="" class=""></a></figure>On 20th March 2024, we took part in a meaningful corporate social responsibility activity by participating in a tree planting event.We had a fantastic time planting trees at the Old Upper Thomson Road. Special thanks to the NPark officers for their friendly guidance and assistance throughout the day!Together, we are making a difference and contributing to a greener future!

On 20th March 2024, we took part in a meaningful corporate social responsibility activity by participating in a tree planting event.

We had a fantastic time planting trees at the Old Upper Thomson Road. Special thanks to the NPark officers for their friendly guidance and assistance throughout the day!

Together, we are making a difference and contributing to a greener future!



A Comprehensive Financial Planning and Portfolio Management Workshop

A Comprehensive Financial Planning
and Portfolio Management Workshop

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