Exploring a Rewarding Career Path
Articles on becoming a Financial Advisor in Singapore
Welcome to the world of financial advising in Singapore, where opportunities abound for those seeking a dynamic and fulfilling career. In this article, we’ll delve into the exciting journey of becoming a financial advisor in one of Asia’s financial hubs. From the necessary qualifications to the skills you’ll need and the potential rewards that await, let’s embark on a comprehensive exploration of this promising career path.
Fresh Grads Flocking to Financial Advisory in Singapore
The financial advisory scene in Singapore is booming, with over 5,000 advisors flying solo and another 15,000 on the payroll of insurance giants. Why ...
A Comparative Overview of being an Insurance Agent, Independent Financial Advisor, and Personal Banker
In the intricate world of financial advisory within Singapore, it’s easy to feel overwhelmed by the abundance of technical terminology and a multitude of ...
Essential Insurance Coverage Every Singaporean Should Have
Insurance is a vital aspect of financial planning, but many individuals are unsure about the specific type and amount of coverage they require. It ...
Are Singaporeans Saving and Investing Enough?
Singapore is known for its high savings rate. In 2022, the personal savings rate in Singapore was 37.5%, which is one of the highest ...
Why do you need a career coach and mentor as a financial planner?
A career coach or mentor can help you leverage your strengths, understand your weaknesses and learn to stand out from the crowd. This blog ...
Impact of High Interest Rates on Credit Card Debt in Singapore
Credit card usage has been rising in Singapore, with many individuals accumulating increasing debt due to deferred payments amidst high interest rates. This growing ...
The Difference Between Index Funds, ETFs and Mutual Funds
Investing in the stock market can be intimidating for many people. However, there are various ways to invest your money in the market, and ...
Exploring General Insurance to Enhance Life Insurance
In the dynamic landscape of insurance, the integration of various policies is becoming increasingly essential to provide comprehensive coverage and meet the evolving needs ...
Discovering Ikigai as a Financial Advisor in Singapore
Ikigai, a Japanese term meaning “reason for being,” has captured global interest for its promise of fulfillment and purpose. While deeply ingrained in Japanese ...
The Importance of Business Insurance in Singapore
Business insurance is not just a regulatory requirement, but also a way of protecting your employees, suppliers, and customers from potential threats. Properly insuring ...
Freelancing as a Financial Advisor in Singapore
In Singapore, the regulatory environment governing financial advisors is stringent to uphold standards of competence and professionalism. Individuals aspiring to offer financial advice must ...
Safeguarding Deposits: Singapore’s Deposit Insurance Scheme (FDIC Insurance)
Singapore is known for its robust banking system, ensuring the stability and soundness of financial institutions within its jurisdiction. The Monetary Authority of Singapore ...
The Risks of Buying IPO Stocks at Launch
Investing in Initial Public Offering (IPO) stocks can be an enticing prospect for many investors. The allure of getting in on the ground floor ...
A Comprehensive Guide to Financial Planning in Singapore
Feeling unsure about managing your finances? Don’t worry – we’ve got you covered. Getting a grip on personal finance might seem tricky. But with ...
Retirement planning in Singapore (2023)
The Singapore Budget 2023 has introduced enhanced measures to help middle and lower-income Singaporeans with cost-of-living concerns. How the Singapore Budget 2023 will Affect ...
Workmen Compensation Insurance in Singapore
Work Injury Compensation (WIC) insurance is a crucial requirement for employers in Singapore to protect their employees in the event of work-related injuries. The ...
A Parent’s Guide to Education Costs from Preschool to University in Singapore
Saving for children’s needs has always been a key priority for parents worldwide. A recent survey revealed that 3 in 5 individuals cite providing ...
Licenses needed to be a Financial Advisor in Singapore
To become a financial advisor in Singapore, individuals are required to obtain certain licenses and pass relevant exams. The licensing and regulatory framework is ...
Warren Buffett’s Advice: 12 Expenses to Cut for Wealth Accumulation
Ever find yourself scratching your head, wondering where all that hard-earned cash of yours is disappearing to? Well, that’s a telltale sign that your ...
On Choosing a Digital Marketing Agency for Your Insurance Agency
Branding is an essential aspect of any business, including insurance agencies. A strong brand can help differentiate your agency from competitors, build trust with ...
Probably the Best Part-Time Job in Singapore
Working from home has become increasingly popular, driven by factors such as the ongoing pandemic, a desire for better work-life balance, and the need ...
Exploring Financial Services Career in Singapore
The financiaI advisory sector in Singapore has transformed into a vibrant and Iucrative fieId, attracting individuaIs aspiring to build fuIfiIling careers in finance. Amidst ...
Simple Math for Retirement Planning
Retirement, my friend, is no cakewalk. It’s that phase where finding a job becomes more arduous, and you worry about your hard-earned savings taking ...
Investing through Brokerage Firms in Singapore
Investing enables you to build wealth that helps you reach your key personal financial milestones, whether it’s funding a family vacation, supporting your children’s ...
Losing Money in the Stock Market?
Investing in the stock market involves inherent risks, and there is always the potential for financial losses. However, it is crucial to recognize that ...
Before you take on a personal loan in Singapore
People may consider taking a personal loan for a variety of reasons, such as paying off high-interest credit card debt, covering unexpected expenses, or ...
When I Die, What do I Want to Leave Behind
When I die, what I want to leave behind is a testament to the values and principles that have guided my life. These are ...
Are Investment-Linked Policies (ILPs) Bad?
Investment-linked policies (ILPs), also known as unit-linked policies, have a history that traces back several decades. The concept originated as a response to the ...
What is Dollar-Cost Averaging?
Dollar-cost averaging is an investment strategy where an investor regularly invests a fixed amount of money into a particular security or portfolio, regardless of ...
Climbing the Corporate Hierarchy
In the bustling world of work, rising through the ranks is often hailed as a grand accomplishment, a testament to one’s dedication and skill. ...
Time to Secure High Yields Bond
Singapore’s central bank, the Monetary Authority of Singapore (MAS), has announced that it will pause its monetary tightening measures. This has caused two-year Singapore ...
Navigating Social Media Etiquette for Financial Advisors
In today’s interconnected world, social media is a powerful tool for financial advisors to connect, engage, and build their personal brand. However, like any ...
Review: Trading with Longbridge in Singapore
There’s a new broker in Singapore, and this time it’s Longbridge. Yes, that’s really the name — Longbridge. While upon first view they may ...
Unveiling the Singlife Financial Freedom Index 2023
Singlife’s inaugural Financial Freedom Index for 2023 offers a profound glimpse into Singapore’s financial landscape, revealing that the average consumer scored 60 out of ...
How to Create an Investment Plan for Beginners
Singaporeans have a strong investment culture, with many actively engaging in a variety of investment opportunities; and developing a good investment plan is an ...
Sun Life Expands Presence in Asia with New Singapore Branch
Sun Life Financial Inc., a global leader in life insurance and asset management, has officially inaugurated its Singapore branch, marking a strategic move to ...
What I Wish I Knew before Starting in Insurance as an Insurance Agent
We’re all familiar with the story of the young guy who decided to go into insurance after working in the corporate world. He wanted ...
Handling Objections in Selling Life Insurance
Embarking on a career in life insurance sales can be both rewarding and challenging. One of the most common hurdles faced by agents is ...
How to Begin Investing With Just $1000 in Singapore
Have you ever pondered where to invest your first $1000? Perhaps you harbor ambitions of financial prosperity and are eager to take the initial ...
Myers-Briggs personality traits most suitable to join the insurance industry
The Myers-Briggs Type Indicator (MBTI) is a popular personality assessment that categorizes individuals into 16 different personality types based on four dimensions: extraversion/introversion, sensing/intuition, ...
Choosing between being a Property Agent or Insurance Agent in Singapore
Let’s taIk money. If you’re Iooking into becoming a property agent in Singapore, you’re probabIy wondering how much you can make. On average, property ...
Are You Living Paycheck to Paycheck?
Singapore’s median gross monthly income stood at S$5,197 in 2023, providing a general overview of the earning landscape. However, this figure doesn’t encapsulate individual ...
The Retirement Gamble in Singapore
Retirement planning is a complex game of financial chess, and in the unique context of Singapore, it presents an even more intricate challenge. As ...
Singapore’s Top Insurers Experience 3.7% YoY Asset Decrease
Singapore’s top 50 insurers experienced a 3.7% decline in assets in 2022, marking a notable departure from the 5.1% year-on-year growth observed in the ...
About the CPF Basic Retirement Sum, Full Retirement Sum and Enhanced Retirement Sum
The Central Provident Fund (CPF) is a mandatory social security savings scheme in Singapore. It is a defined contribution plan, where both employees and ...
Achieving Passive Income Through Options Trading
The concept of options trading stems from the financial derivative known as an “option contract,” offering the right to buy or sell specific assets ...
The Role and Importance of Fee-Based Financial Advisors in Singapore
In the ever-evolving realm of Singapore’s financial services, a remarkable transformation has taken place, championing a breed of financial advisors who operate on a ...
A Mid-Career Switch Into The Financial Advisory Industry
It happens all the time, you’ve been working in the same industry for over a decade and now you want out. Perhaps when you ...
Mastering Your Niche as a Financial Advisor
In the fast-paced world of financial advisory services in Singapore, standing out is crucial. In a marketplace saturated with competition, the key to success ...
Goal Setting as a Financial Advisor to Pave the Path to Success
Picture this: a financial advisor embarks on a thrilling journey, armed not just with financial savvy, but also with the magic wand of goal ...
The Realities of Being an Insurance Agent in Singapore
Insurance agents have long had a bad reputation for a multitude of reasons that range from excessively aggressive sales tactics to distasteful wealth flexing. ...
Insurance Scams in Singapore
Insurance scams in Singapore have been a concerning issue over the years, requiring vigilant awareness and preventive measures. These scams often target unsuspecting individuals, ...
Evaluating Your Suitability for a Career as a Financial Advisor
Are you considering a career as a financial advisor but unsure if it’s the right fit for you? Dive into the industry and discover ...
Navigating the CMFAS Insurance Papers in Singapore
To become an insurance agent in Singapore, one must meet certain requirements laid down by the Monetary Authority of Singapore (MAS). Their website lists ...
PRUFirst Promise: Comprehensive Maternity Insurance in Singapore
Before the baby is born, maternity insurance emerges as a key insurance option available. It aims to provide financial protection against risks such as ...
Navigating the Sales Cycle Effectively: The Roadmap for Insurance Agents
In the dynamic world of insurance sales, understanding the customer journey is paramount for insurance agents to navigate the sales cycle effectively. By viewing ...
What is NLP and why is it important for Financial Advisors
Neuro-Linguistic Programming (NLP) is a methodology that focuses on understanding and modeling human behavior, communication, and thought patterns. It explores the relationship between neurological ...
DIY Insurance Portfolio Review: A Simple Guide
Insurance plays a big role in protecting ourselves, our families, and even our assets from unexpected events. But over time, our needs change, and ...
Investing like Warren Buffet
Warren Buffett is known for his disciplined and thoughtful approach to evaluating companies before investing in them. He uses several key financial metrics to ...
Need Help Transitioning your Career as a Financial Advisor?
Transitioning to a career in financial advisory can indeed be a fulfilling journey, opening doors to positively influence individuals’ financial well-being and futures. However, ...
Crafting an Expense Management Framework
Regardless of your current life stage, mastering expense management is pivotal for financial well-being. As you navigate through different phases of life, such as ...
Taking a look at Online Brokers in Singapore: Moomoo, Interactive Brokers, Tiger Brokers, Webull, Syfes Trade
Keeping up with changes in brokerage services is vital for investors looking to improve their trading experience. Recent months have seen significant developments like ...
The Challenges Facing Financial Advisors Today
Technology is becoming a big part of the financial advisory business. Financial planners are adopting technology to improve the ways they serve their clients. ...
Why Diploma Holders Excel as Insurance Agents
In 2023, diploma graduates in Singapore are seeing promising opportunities, according to data from the Ministry of Manpower (MOM), which indicates a median gross ...
为什么新加坡成为外国人首选的保险中心
在过去十年间,新加坡已逐渐成为外国人及“路过者”(专程飞往新加坡购买保险的外国人)的首选保险中心。
Dressing for Success as a Financial Advisor
In the dynamic world of finance, the saying “dress for success” holds a deeper significance for financial advisors. Beyond being just a superficial guideline, ...
The Importance of Early Retirement Planning in Singapore
Singapore, a shining beacon of economic prosperity and high living standards, faces an age-old challenge – the rising cost of living. From housing to ...
The Role of Student Financial Advisors: Challenging Stereotypes and Embracing Growth
During the Association of Financial Advisers (Singapore) Annual Conference 2023, Minister for Education Chan Chun Sing expressed a warm welcome to financial advisers who ...
The Most Common Insurance Policies Purchased in Singapore
On average, Singaporean households allocate approximately 5.5% of their monthly expenditures to healthcare. With the continually increasing healthcare expenses in Singapore, obtaining insurance coverage ...
Investing in Singapore REITs
Investing in Real Estate Investment Trusts (REITs) offers Singapore investors a compelling opportunity to gain exposure to the real estate market while enjoying passive ...
Navigating the Stock Market with Tykr
Venturing into the stock market is akin to navigating a bustling casino, where the majority find themselves on the wrong side of the hustle. ...
Investing as a Young Adult
Today, let’s delve into the topic of investing as a young adult and explore three key aspects that you should consider. By understanding these ...
What is an Independent Financial Advisor (IFA)
In Singapore, the financial advisory landscape is diverse, with around 20,000 financial advisors working across various sectors, including traditional tied agencies, hybrid agencies, and ...
Risk Management in Personal Finance
Recent reports highlight that while Singaporeans are generally aware of economic and financial risks, many still lack the proper tools and knowledge to effectively ...
Opportunities and Risks in Making Money Online in Singapore
The advent of the internet has brought forth a myriad of opportunities for individuals seeking to make money online. From freelancing to e-commerce, the ...
Review of POEMS Trading App
POEMS, or Phillip’s Online Electronic Mart System, is a prominent investment platform in Singapore. Established in the 1980s, it initially gained recognition as a ...
Singlife, SAL Launch Mental Wellness Insurance for Lawyers
Singlife has partnered with the Singapore Academy of Law (SAL) to introduce a comprehensive mental health and wellness scheme tailored for legal professionals in ...
The Responsibilities of a Financial Adviser to Their Customers
Insurance is an essential component of financial planning and security. In Singapore’s highly regulated financial landscape, advisers adhere to strict guidelines that prioritize transparency, ...
Unveiling OCBC’s Great Eastern Bid
OCBC’s recent announcement to acquire the remaining 11.56% stake in Great Eastern for S$1.4 billion has stirred debates regarding the timing and motives underlying ...
The Art of Wine Gifting for Financial Advisors with Woodstock Beverages
Wine Gifting is a very handy way to help financial advisors and insurance agents build a whole lot of rapport with their clients, develop ...
Persistency in Insurance: The Key to Long-Term Stability and Success
In the insurance industry, persistency is a crucial factor that plays a significant role in the long-term stability and success of insurance companies. It ...
Looking out for Deceptive “Pump and Dump” Schemes
Listen up, seekers of financial gain. Today, we delve into a prevalent swindle within the realm of investments – the notorious “pump and dump” ...
The Challenges of Joblessness in Singapore
In recent times, Singapore has witnessed an influx of individuals in their mid-40s to 50s seeking alternative career paths, particularly as financial advisors. These ...
What Does it Mean to Achieve Financial Freedom
Achieving financial freedom is a goal that many aspire to, but what does it truly mean to attain this state of financial independence? At ...
Planning for Retirement in Singapore
Planning for retirement is a critical aspect of financial planning, and it requires careful consideration and a well-thought-out strategy. Retirement planning can be daunting, ...
Understanding the Free Look Period in Insurance
In the realm of insurance, the free look period holds immense significance for policyholders. This provision, typically included in life insurance policies and certain ...
Oh I HATE my Job
As I sit here in my cubicle, I can’t help but think about how much I hate my job. It’s not just the work ...
So I Did Not Get Promoted Again
In the corporate world, promotions are seen as a validation of your hard work and a step forward in your career. They signify recognition ...
Sumitomo Life Acquires Full Ownership of Singlife
Singlife, a home-grown Singaporean insurer, will now operate as a wholly owned subsidiary of Japanese life insurance company Sumitomo Life Insurance. Sumitomo Life has ...
UOBAM Invest Robo-Advisor Review
UOBAM Invest is a hidden gem that not many people know about, and it is managed by the wholly owned subsidiary of UOB called ...
Young Professionals in Singapore Covering Health, Life, and Income Protection
For all you young guns charting your career course, securing your financial future is a must, and having the right insurance policies is your ...
Elevating Brand Recognition, Fostering Core Brand Principles, and Driving Sales Growth as a Financial Advisor
In financial advisory services, where competition is fierce and trust is paramount, the ability to stand out and establish a strong brand presence is ...
The Impact of Technology and AI on Singapore’s Workforce
In 2025, the job market in Singapore is set to experience significant shifts due to advancements in technology and evolving industry demands. With roles ...
I’ll Probably Die of Cancer Before Retirement – And That’s OK
Life is a journey, an unpredictable voyage filled with twists and turns, highs and lows. Along this path, we encounter moments of joy, sorrow, ...
Guide To A Career Change To The Financial Planning Industry
The Covid-19 pandemic has led many workers to question their quality of life in their current employment, wondering if there are any options out ...
On Inflation and the Financial Markets
Inflation is a term we hear frequently in the news and media, but what does it mean for our finances and investments? Essentially, inflation ...
The Rise of Family Offices in Singapore
A family office serves as a discreet and exclusive institution dedicated to the meticulous management of both the financial and personal affairs of affluent ...
There’s so much finance content online! Do I really need a financial advisor?
It’s safe to say that most people from the younger generation feel intimated by any financial talk that comes up. With tons of cryptic-sounding ...
Reimagining Life Insurance for Multi-Generational Legacy Planning
Life insurance plays a very important role in safeguarding families against hard times. In fact, according to a survey conducted by Statista in 2021, ...
10 Financial Decisions That You Might Regret in Future
The future remains elusive, with its twists and turns impossible to predict. Yet, this should never deter us from making prudent choices today that ...
Achieving MDRT Membership in One Year: A Roadmap to Success
The Million Dollar Round Table (MDRT) is an internationally recognized achievement in the insurance and financial services industry. Attaining MDRT membership is a prestigious ...
The Driving Forces Behind the Booming Growth of Singapore’s Insurance Industry
Singapore’s general insurance sector is poised for a substantial upswing, with forecasts projecting a 6.9% growth in 2023 and 5.6% in 2024. This surge ...
Maternity Insurance Plans in Singapore
Before the baby is born, one of the few types of insurance available is maternity insurance. This coverage is specifically designed to provide financial ...
All about CPF Life
The Central Provident Fund (CPF) is a comprehensive social security savings plan that has been a cornerstone of Singapore’s social policy since its introduction ...
Should Your Focus be on you Full Time Job or Side Hustle?
Hey everyone! Been ruminating about it, so I thought it might make for an enlightening conversation. This may help some of you in terms ...
Review: Syfe unveils world’s first Downside Protected S&P 500 Portfolio
The biggest appeal of U.S. stocks lies in their upside potential. During good years, U.S. stocks can deliver returns far higher than what we ...
Maximizing your Annual Insurance Evaluation with 5 Strategic Approaches
So, you know how life can be like a rollercoaster, right? Full of ups and downs, twists and turns. Well, making sure your insurance ...
Benchmarking Your Annual Salary: Insights into Income Comparison for 2023
In Singapore, obtaining a precise understanding of your financial position compared to your peers is made effortless by utilizing this resource. Unlike typical income ...
Day Trading with TZA and TNA
TZA and TNA are exchange-traded funds (ETFs) designed to provide leveraged exposure to the Russell 2000 Index, which tracks small-cap stocks in the United ...
An Overview of CPF in Singapore
CPF (Central Provident Fund) is a compulsory savings and pension scheme designed for employed Singaporeans and permanent residents. If you are unfamiliar with the ...
How much do we need to retire in Singapore
In this article, we are going to discuss how much money is needed for retirement. Many people are concerned about their retirement savings and ...
The Importance of Digital Marketing for Insurance Agents
In this day and age, buying almost anything starts with an online search. With over 50% of the global population being 30 or younger ...
The Variety of Financial Products Financial Advisors Can Recommend in Singapore
In the dynamic and diverse financial landscape of Singapore, financial advisors have a broad array of financial products at their disposal to meet the ...
Insurance Careers in Singapore
The insurance industry in Singapore is a dynamic and rapidly evolving sector that plays a critical role in the country’s economy. It provides a ...
Investing in Robo-Advisors vs. ETFs: What Are the Main Differences?
In recent years, investing has become more accessible and efficient with the rise of technology-driven solutions. Robo-advisors and exchange-traded funds (ETFs) are two popular ...
Staying Motivated in the Insurance Industry
Many insurance agents and agencies share a common challenge, struggling to find ways to keep motivated. An insurance agent that is motivated will willingly ...
Estate Planning in Singapore
Estate planning in Singapore is regulated by the Wills Act (Chapter 323) and the Mental Capacity Act (Chapter 57). These laws set out the ...
Why I Love my Job as a Insurance Agent
Hello. I’m an insurance agent. The job of an insurance agent is much more than just selling insurance. It’s a great way to learn ...
Benefits of Working as a Financial Advisor for New Mothers
Working mothers are taking on more responsibilities than ever before, juggling work, home, and children while striving to maintain a healthy lifestyle. While this ...
How Are Financial Advisors Compensated?
Financial advisors play a crucial role in helping individuals and businesses make informed financial decisions. In Singapore, a dynamic and rapidly growing financial hub, ...
Investing in REITs vs. Property Ownership in Singapore
Investing in real estate can take various forms, each offering unique opportunities and challenges. In Singapore, two prominent avenues for real estate investment are ...
Insurance jobs in Singapore
Singapore’s insurance and financial sector is a significant contributor to the country’s economy, employing a large number of professionals and providing various financial services ...
The Importance of Critical Illness Insurance in Singapore
A new report reveals that one in four Singaporeans lack critical illness (CI) coverage, despite efforts to narrow the protection gap. Price sensitivity and ...
Causes, Consequences, and Solutions to Credit Card Debts in Singapore
Credit card usage has become increasingly prevalent in Singapore, offering convenience and financial flexibility to individuals. However, with the ease of credit card spending ...
Mastering the Art of Health Insurance Planning for Singaporeans
Planning for your health insurance in Singapore is a crucial endeavor that demands a thoughtful and strategic approach, especially when confronted with the unpredictable ...
Decline in Insurance Agent Numbers in Singapore Since 2015
In response to a parliamentary question from Patrick Tay Teck Guan of Pioneer SMC, Deputy Prime Minister and Minister for Finance, Lawrence Wong, revealed ...
Building Wealth with Charlie Munger’s First $100K Strategy
In the realm of wealth creation, the voice of Charlie Munger reverberates with unparalleled resonance. As an esteemed investor and the trusted partner of ...
The Role of Insurance in Wealth Management
The most crucial aspect of wealth management is not simply accumulating money; rather, it involves understanding our life goals, navigating the transitions we will ...
Exploring Network Marketing and MLM Companies in Singapore
Let’s chat about the Network Marketing and MLM (Multi-Level Marketing) scene in Singapore. It’s a hot topic that gets peopIe taIking. RecentIy, Riway’s fancy ...
Pursue a Career as a Financial Advisor Without Sales Expertise
Becoming a financial advisor in Singapore typically involves a combination of sales skills, financial knowledge, and regulatory compliance. While sales skills are undoubtedly important ...
Choosing a Career as an Insurance Agent: Empowering Entrepreneurship, Financial Management and Sales Skills
Graduation marks a significant milestone in one’s life, often accompanied by a sense of excitement and the anticipation of embarking on a fulfilling career. ...
Accelerating your Career as a Financial Advisor
Embarking on a career as a financial advisor is akin to navigating an intricate landscape, filled with challenges and opportunities. Much like any expedition, ...
Insurance for Freelancers in Singapore
The Singaporean government is taking proactive steps to bolster support for gig workers, including taxi drivers and delivery personnel, through a series of policy ...
My Journey of Starting Over at 40
As I stood on the threshold of my 40th birthday, I found myself engulfed in a whirlwind of emotions. There was a sense of ...
How Does an Insurance Policy Loan Work
An insurance policy loan is a loan that is borrowed against the cash value of a permanent life insurance policy. This type of loan ...
Needs Based Financial Advisor – Navigating Personal Finance with Precision
Financial advisors come in various forms and specialties, each serving a unique purpose in helping individuals manage their wealth. Among them, needs-based financial advisors ...
Why Be a Singapore Financial Advisor in 2025
The financial advisory profession has never been more dynamic or essential, especially in Singapore. As a thriving global hub of innovation and wealth management, ...
Achieving your Financial Goals
Nobody can fully predict the future, as anything can happen. However, let’s not allow that to discourage us from making wise decisions today. These ...
Addressing Critical Illness and Mortality Protection Gaps in Singapore
In recent years, Singapore has witnessed remarkable economic growth and development, transforming into a global financial hub. However, amid this prosperity, there exists a ...
The Potential of Sales as a Lucrative Career
While it’s important to note that not everyone in sales achieves high-income levels, if you’re aiming to quickly build your wealth and lack strong ...
The Importance of Savings
Saving money is a fundamental aspect of personal finance that holds immense importance in one’s financial journey. Whether it’s for short-term goals, long-term aspirations, ...
On Getting a Career Coach in Singapore
In today’s competitive job market, it can be challenging to navigate the many career options available, especially in Singapore, where industries are rapidly changing ...
How to Become an Insurance Agent in Singapore
The number of insurance agents in Singapore has been increasing steadily over the years. According to the Monetary Authority of Singapore (MAS), there were ...
A look at the World Today
A momentous event has recently unfolded in Russia, marked by a mutiny orchestrated by the head of the Wagoner Group. Their troops have marched ...
How to check if the decreased have life insurance in Singapore
I understand that dealing with the aftermath of a loved one’s passing can be overwhelming, and managing their life insurance policy may be the ...
Understanding Universal Life Insurance in Singapore
Universal life insurance policies in Singapore offer a unique combination of insurance protection and investment returns. These bundled products provide policyholders with the opportunity ...
Choosing the Right Financial Advisory to Join
Entering the financial industry for the first time can be an overwhelming or even scary experience. There are many conditions to take into account ...
Social Media Marketing for Your Insurance Agency
Social media has become an integral part of our daily lives, and businesses are increasingly utilizing it as a marketing tool. The insurance industry ...
What work experiences are most appropriate for transitioning into a financial advisor role?
Becoming a financial advisor is a challenging and rewarding career that requires a diverse skill set and work experience. To be successful in this ...
Use Business Insurance to Protect Your Company
There are inside and outside risks associated with running a business, and insurance is one of the most important protections for your company’s assets, ...
Why Financial Advisors Should Learn to Invest in Stocks
Financial advisors in Singapore should invest in stocks to better serve their clients, diversify portfolios, and maintain a competitive edge in a dynamic market. ...
What the Fed’s Next Move Could Mean for Borrowing Costs and Market Liquidity
Let’s take a closer look at the latest inflation data and its impact on financial markets. With the annual inflation rate slowing to 2.9% ...
Legacy Planning for your business
As a successful business person, you have likely put in a great deal of effort to build a profitable business. You may be planning ...
A Guide to Investing in the Fundsmith Equity Fund in Singapore
Fundsmith Equity Fund is a renowned investment fund that has gained significant attention in the financial industry. Managed by Fundsmith LLP, an asset management ...
Becoming a Trusted Financial Advisor: Building Client Trust and Professionalism
Being a trusted financial advisor is not only about providing sound financial advice but also about building strong relationships based on trust and professionalism. ...
Empowering Financial Literacy: Insights from the Finder Singapore Report
In today’s dynamic financial environment, staying informed about the ever-evolving investment landscape is essential for anyone championing financial literacy in Singapore. As a dedicated ...
What it means when you need to buy Insurance
Insurance is an essential part of our lives. We buy insurance to protect us against any potential financial loss due to an unfortunate incident. ...
Being an Independent Financial Advisor in Singapore
Singapore’s financial terrain is a dynamic realm, marked by diversity, complexity, and rapid transformations. In such an intricate environment, making informed financial decisions is ...
Traits and Qualities of a Good Financial Advisor
The financial planning industry has grown in leaps and bounds and is one of the most lucrative careers in the world today. A financial ...
Why Singapore High-Income Earners are Broke
In Singapore, a phenomenon that often perplexes observers is the prevalence of high-income earners who struggle with financial insecurity or even end up in ...
All about Investing in Gold
Investing in gold can be an attractive option for individuals looking to diversify their investment portfolios and protect their wealth. Gold has a long-standing ...
Navigating 40 and Lost in Singapore
I sat on the MRT, staring at my reflection in the glass. The lines on my face looked deeper under the harsh fluorescent lights, ...
Basic Financial Planning Guide in Singapore
One of the cornerstone principles in your financial journey is to establish a robust safety net, and this begins with the creation of an ...
25 Essential Soft Skills to Elevate Your Resume
Crafting a resume that truly stands out in today’s competitive job market requires a thoughtful blend of hard skills—like data analysis or technical proficiencies—and ...
Finding Harmony Between Hunting and Farming in Insurance Sales
In the dynamic world of insurance, success often hinges on mastering the nuanced roles of “hunter” and “farmer” in sales and client management strategies. ...
Celebrate Singapore’s 58th National Day with Moomoo
Join InsuranceJobs and Moomoo in commemorating Singapore’s 58th National Day with exciting offers that you won’t want to miss. Take advantage of these limited-time ...
Insurance Commission Rebate Legalisation in Singapore
In 2002, the Monetary Authority of Singapore (MAS) made a pivotal decision to lift the ban on rebating commissions, signaling a significant shift in ...
Internship Salaries in Singapore
Internships are super important for students moving from school to the work world. They give you real-world experience and let you see what it’s ...
Understanding the Six Income Stream Buckets
In today’s world, there are various ways to earn money. The concept of the 6 buckets of income stream is an interesting one that ...
Investing in ETFs, Mutual Funds or Robo-Advisors
Investing in financial markets offers individuals numerous opportunities to grow their wealth, with a variety of vehicles available to suit diverse needs and goals. ...
Harnessing the Power of Retirement and Annuity Plans, SRS, CPF Life, Unit Trusts, Stocks, and ETFs
As we approach the golden years of retirement, ensuring a reliable stream of income becomes a paramount financial goal. In today’s landscape of extended ...
Top 5 Must-Have Insurance Policies for Your Financial Security
You’ve likely encountered the familiar refrain: purchasing insurance is an act of responsibility, and so on. However, despite the general awareness of the need ...
Being a Property Agent VS Insurance Agent in Singapore
Choosing between a career as a real estate agent or an insurance agent is a big decision that invoIves understanding both professions’ simiIarities and ...
Financial Advisor Career Outlook
Indeed, after being financial advisors, professionals often find themselves possessing a plethora of transferable skills, opening up a number of advanced and well-paying career ...
How to Begin Budgeting for Investing
Getting started with budgeting for investing can feel daunting, particularly if you’re new to the investment landscape. Simultaneously managing budgets for essential expenses and ...
Deciphering Singaporean Investment Trends
Self-sufficiency represents a significant aspiration for countless individuals, offering the freedom from dependence on others or the need to work well into old age. ...
The Role of Financial Advisors in Singapore Amidst an Impending Recession
Singapore, renowned for its unwavering economic stability and thriving financial sector, has long been a sanctuary for financial services. However, as ominous signs of ...
Challenges Faced by New Insurance Agents
We consulted some of the financial directors to understand why many new insurance agents fail and how they can avoid common pitfalls to achieve ...
Beginner’s Guide to understanding the Stock Market
A recent Endowus study offers valuable insights into the investment behaviors and financial concerns of Singaporeans in 2023. One significant discovery is that a ...
Exploring Distinctive Traits in Male and Female Insurance Agents in Singapore
The realm of insurance in Singapore is marked by a diverse cadre of agents, each contributing unique strengths to this dynamic industry. While it ...
Strategic Financial Planning in Your 40s
Reaching your 40s is a significant milestone that often brings a heightened awareness of financial responsibilities, ranging from supporting your children to caring for ...
I am Afraid of Retirement
As retirement draws nearer, it feels like a looming storm cloud casting a shadow over my thoughts and emotions, mixing excitement with apprehension in ...
What Insurance do I Need in Singapore?
Insurance is a fundamental aspect of financial planning that provides individuals, families, and businesses with a safety net in the face of unexpected events. ...
Investing in a Corporate Video for Your Financial Advisory
In the ever-evolving landscape of financial services, establishing a robust online presence is no longer optional; it’s a strategic imperative. In this digital age, ...
Exploring the Impact of Underinsurance
Recent insights from a comprehensive Protection Gap Study (PGS) carried out by the Life Insurance Association (LIA) of Singapore illuminate a concerning reality within ...
Constructing Your Dividend-Paying Portfolio
In an era defined by economic uncertainty and evolving financial landscapes, individuals are faced with the imperative of making strategic decisions regarding their financial ...
On Selling Your Endowment Plan
Endowment plans are a type of insurance policy designed to help people save money over the long term. They are commonly referred to as ...
A Guide to Financial Planning for Singaporeans from Graduation to Retirement
Hey there! Are you a young Singaporean who’s just graduated and starting to think about your financial future? It’s never too early to start ...
Are you too Young to be a Financial Advisor?
There has never been a better time to be a financial advisor. If you’re just starting your career, you have a clean slate with ...
How the Rule of 72 Can Help You Double Your Investments
If you’ve ever wanted to convince someone else or yourself about the power of compounding – and why you should begin investing today – ...
Jobs as a Devote Christian in Singapore
Singapore is a vibrant and diverse city-state that is home to many different religions, including Christianity. There are a variety of jobs in Christian ...
Employee Benefit Insurance in Singapore
Employee benefits insurance is an essential part of the compensation package provided by employers in Singapore. It is a type of insurance that offers ...
Achieve MDRT as a Singapore Financial Advisor
The Million Dollar Round Table (MDRT) is an international group known for ceIebrating the best in the life insurance and financial advising fieIds. In ...
Navigating Investment Options for Young Graduates
Feeling overwhelmed by the multitude of investment options? Don’t fret as you step into adulthood. We’ve got you covered with practical alternatives that are ...
Protecting Your Loved Ones and Financial Security with Term Insurance
Insurance is an essential component of financial planning, providing individuals and families with a safety net against life’s uncertainties. Among the various insurance options, ...
Why Investments Won’t Make You Rich (Probably)
In a society inundated with promises of extraordinary investment returns and enticing get-rich-quick schemes, it is crucial to pause and critically evaluate the true ...
Top 10 Reasons to be a Financial Planner in Singapore
A financial planner isn’t just for investment bankers and those with millions to invest. We all need a financial planner to make sure we ...
Are Singapore’s Financial Advisors More Sales-driven than Advisory?
In Singapore’s dynamic financial landscape, individuals seek guidance from professionals to navigate the complexities of financial planning and wealth management. However, a pervasive concern ...
Exploring Profitable Side Incomes as a Finnacial Adivosr to Earn $1000 in Singapore
One of the major perks of being a financial advisor is the level of control you have over your time. Unlike many traditional careers, ...
Is Being a Financial Advisor Worth it in Singapore in 2025?
The financial advisory profession has never been more dynamic or essential, especially in Singapore. As a thriving global hub for innovation and wealth management, ...
Alternative Opportunities for Experienced Financial Advisors
Are you an experienced financial advisor feeling disillusioned by the relentless pursuit of sales targets? Are you seeking a career path that allows you ...
Life Insurance Agent Jobs in Singapore
A life insurance agent plays a crucial role in Singapore’s insurance industry. They act as intermediaries between insurance companies and individuals or organizations that ...
6 Smart Ways to Clear Your Debts Fast
Debt can be an overwhelming burden, causing stress and anxiety. Often, in a desperate attempt to eliminate debts, we make unwise financial choices that ...
Financial Planning for New Parents in Singapore
Embracing the arrival of a newborn brings a wave of excitement and hope for the future, especially for parents in Singapore. Amidst this joyous ...
Navigating Your Investment Portfolio Through Your 20s, 30s, and 40s
So, as we get older, our skin, body, and health aren’t the only things that change – our money situation evolves too. With the ...
10 Tips to Buying Term Insurance in Singapore
Term insurance is a vital part of planning your finances. It gives crucial protection to you and your family, if something unexpected happens. Life ...
Top 21 High-Demand Jobs in Singapore for 2024 and Beyond
In the wake of the post-COVID era, the employment landscape is undergoing significant transformations, ushering in a wave of novel opportunities and technological advancements. ...
8 Questions to Consider Before Embarking on Career as an Insurance Agent
Every day, I have the pleasure of engaging with individuals who are considering a company or career change. For those contemplating a venture into ...
Transitioning from Traditional Agencies to Financial Advisories
In the current landscape of stricter regulations aiming to empower investors with vital information for making informed decisions, the role of licensed Financial Advisors ...
Exploring Salaries in Singapore: What You Need to Know
Alright, buckle up as we venture into the fascinating world of money and salaries in Singapore. No time for lengthy introductions – let’s get ...
Prospecting as a Financial Advisor in Singapore
The career of a financial advisor is not as easy as it looks, it is quite a competitive environment. In Singapore alone, the financial ...
Dividing CPF-Related Assets in a Divorce: Understanding the Key Proceedings and Information
In a divorce, the court has the power to divide matrimonial assets between the divorcing parties in proportions that it thinks are just and ...
Chinese New Year Greeting Messages in the Year of the Dragon for Financial Advisors
With the awesome Year of the Dragon kicking in, financial advisors in Singapore have this golden chance to really connect with their clients and ...
On Leadership
I understand that people represent an organization’s most appreciable asset. No resource is more valuable than people. Wise leaders practice the Law of Addition. ...
Is Insurance a Good Career in Singapore?
Embarking on a career as an insurance agent in Singapore is like opening the door to a dynamic world of financial security, client relationships, ...
The Best Insurance Policies for Children
In Singapore, there are various insurance policies designed to provide financial protection and benefits for children while also ensuring insurability later in life. These ...
Best Insurance Companies in Singapore
In Singapore, the insurance scene is buzzing with activity, featuring a myriad of companies offering an extensive range of insurance solutions customized to meet ...
Being a Property Agent in Singapore
Opting for a career as a property agent is a tempting choice for many, as it offers both flexibility and the potential for substantial ...
All about Selling your Insurance policies for Cash
Besides buying insurance policies, you are able to sell or surrender your insurance policies as well. There are certain situations that you might encounter ...
Hong Kong’s Insurance Boom Attracts Job-Seeking Mainlanders
Hong Kong is currently seeing a wave of professionals from mainland China’s finance and tech sectors who are dissatisfied with their career prospects and ...
Buying Term Insurance VS Life Insurance
Term insurance and life insurance are both types of life insurance, but they differ in a few key ways. Term insurance is a type ...
Part-Time / Work from Home Jobs in Singapore
In the bustling metropolis of Singapore, where academic excellence and the cost of living run high, many residents, including students and young professionals, are ...
Review: Investing in Syfe REIT+ Portfolio Today
As fixed deposit interest rates offered by banks in Singapore continue to drop, many people are starting to explore other options for better returns. ...
Know the difference between being an Insurance Agent, an Independent Financial Adviser, or a Personal Banker?
What is the difference between being an Insurance Agent, an Independent Financial Adviser, or a Personal Banker? The financial advisory industry in Singapore is ...
为什么马来西亚人适合在新加坡成为成功的财务顾问
反思我在新加坡的十年,我意识到我本可以更好地管理我的财务。如果我早些寻求专业的财务建议,我可能会做出更明智的理财决策。
The Benefits of a Dedicated Home Office for Financial Advisors
The financial advisory sector in Singapore has undergone significant transformations in recent years, with financial advisors assuming pivotal roles in guiding individuals and enterprises ...
Paying Down Your Mortgage or Investing?
So, you’re pondering one of the classic financial dilemmas: Should you focus on paying off your mortgage as soon as possible or channel your ...
Inflation and Its Impact on Households
In 2023, a third of Singaporean households surveyed admitted they were either “unable to cope” or “significantly impacted” by inflation. This highlights the far-reaching ...
Islamic Financial Planning in Singapore: Aligning Faith and Finance
The financial situation of Malays in Singapore has been a topic of extensive research and discussion. Studies have revealed that compared to other ethnic ...
Embracing the Role of an Expat Financial Advisor in Singapore
The expat population in Singapore has been steadily increasing over the years, making the country a vibrant and diverse cosmopolitan hub. Singapore has attracted ...
John Bogle’s Guide to Investing
John Bogle, the influential founder of The Vanguard Group, revolutionized the investment world with his advocacy for low-cost index investing and dedication to individual ...
A Day in the Life of an Insurance Agent
Ah, the glamorous life of a financial advisor! Are you ready to hear all about it? Here’s a glimpse into a day in my ...
What to consider before taking on a policy loan on your policy
Whenu are in need of quick cash, taking a loan on your life insurance policy can be a good option. It can give you ...
Are Singaporeans Living Paycheck to Paycheck
In Singapore, where economic prosperity often takes center stage, there lurks a silent but pervasive issue that affects a significant portion of the population: ...
Difference between Will and Trust
When planning for the future, many people consider creating a will or trust to ensure their assets are distributed according to their wishes. Although ...
Cyber and Data Security Insurance
As one of the most connected and tech-savvy nations, Singapore is facing significant cyber and data security chaIIenges. The rapid pace of digital transformation ...
Why Everyone Seems to be Richer Than You
Have you ever looked around and felt like everyone else is ahead of you in life? It can feel like no matter what you ...
On a Career Change into Financial Planning
If you’re contemplating a career change into financial planning, it’s important to weigh both the advantages and challenges associated with this profession. A career ...
About the FIRE Movement in Singapore
The FIRE (Financial Independence, Retire Early) movement is not just a lifestyle choice or a financial strategy – it’s a game-changer that can transform ...
Selling Insurance to High-Networth Individuals in Singapore
In Singapore, financial well-being is tantamount to economic health, and the High Net Worth group is measured by a combination of income and asset-based ...
How much can a food delivery rider realistically earn in Singapore?
One of the most significant perks of being a food delivery rider is the flexibility in working hours. Most food delivery companies allow riders ...
Why Malaysians Can Succeed as Financial Advisors in Singapore
Reflecting on my decade in Singapore, I realize I could’ve managed my finances better. If I’d sought proper financial guidance earlier, I might have ...
The Path from Influencer, Finfluencer to Trusted Financial Advisor
Social media influencers and finfluencers have emerged as key figures in various industries, including finance, where they have the potential to become effective financial ...
Ensuring Your Family’s Financial Security
In today’s rapidly changing economic landscape, securing your family’s financial plan has never been more critical. With unpredictable market fluctuations, rising living costs, and ...
Pros and Cons of Buying Term Insurance
The Life Insurance Association (LIA) Singapore regularly releases industry performance reports, providing valuable insights into the state of the insurance market. However, these reports ...
The Bengen Rule: A Guiding Light for Retirement Planning
In an era where retirement planning is paramount, the Bengen Rule, also known as the 4% Rule, emerges as a guiding star in the ...
Essential Insurance Plans for Families
In the bustling and vibrant nation of Singapore, family is undeniably at the core of our lives. The well-being of our loved ones takes ...
Fintech, Financial Services & Insurance Companies Among Statista’s 2024 Growing Companies
Statista, a renowned global research firm known for its comprehensive data and insights, has collaborated with The Straits Times to compile a meticulously curated ...
On Early Stage Critical Illness Insurance in Singapore
Early Critical Illness (ECI) insurance plays a significant role in providing financial security in the face of health-related challenges in Singapore. It is a ...
Common Investment Strategies for Beginners
For beginners looking to start investing in Singapore, understanding the various investment strategies available is key to building a strong financial foundation. These strategies ...
On Deceptive Investment Opportunities and the Illusion of High Returns
In today’s interconnected world, the digital landscape has become a breeding ground for a myriad of investment opportunities, often presented through the lens of ...
How Much Does an Insurance Agent Make in Singapore?
Being an insurance agent in Singapore might look pretty straightforward, right? It feels like there are insurance agents everywhere you turn. It’s no wonder ...
Life as a Insurance Agent in Singapore
Being a financial advisor is definitely doable, but it’s pretty tough unless you have a solid stream of clients ready to switch over to ...
A look at ARK Invest and ARK ETF
ARK Invest is an investment management firm founded by Cathie Wood in 2014. It has gained significant attention and popularity for its focus on ...
Choosing a Career in Insurance Sales
There are a lot of things to consider when choosing a career, and a career in insurance sales is a great option for many ...
Is it possible for an Introvert to pursue a Career as a Financial Advisor?
In a study conducted by the esteemed Financial Industry Regulatory Authority (FINRA), they uncovered the top five personality traits commonly observed in exceptional financial ...
Duties of a Singapore Financial Advisor
The nature of the role and deliverables expected from a financial advisor by an insurance company in Singapore will be different to some extent, ...
Financial Advisers Act in Singapore and Regulations for Financial advisors
Singapore has a well-developed financial sector, and with the increasing complexity of the financial market, there is a growing need for financial advisors. However, ...
Why Singaporeans Choose to Sell Their Endowment Insurance Policies
In today’s modern, fast-paced world, where almost everything appears to have a price tag, it’s not surprising that even your endowment insurance policy has ...
The Importance of Legacy Planning in Singapore
Retirement planning or legacy planning is a popular concept in Singapore when we talk about financial planning and focuses on ensuring that you have ...
Singapore Financial Advisor Guide: Salary, Trends & More
The financial advisory industry in Singapore is a cornerstone of the nation’s thriving financial ecosystem. With its status as a global financial hub, Singapore ...
Building a Solid Emergency Fund: How Much is Enough?
Life is full of uncertainties, and unexpected financial challenges can arise at any moment. To safeguard ourselves against such uncertainties, it is crucial to ...
Exploring the Best Insurance Companies to Join in Singapore
When considering the top insurance companies in Singapore for their positive work environments and employee satisfaction, a comprehensive understanding of each company’s offerings is ...
Unlocking the Power of Investment-Linked Insurance Policies (ILPs)
Investment-linked insurance Plans (ILPs) serve as powerful tools for wealth accumulation, yet their intricacies can be challenging to grasp, particularly due to their extensive ...
What Trump’s Second Term Means for Global Markets and Your Investments
Donald Trump’s second term as U.S. president, alongside a strengthened Republican majority in Congress, brings a wave of policy shifts that could significantly impact ...
Serving High Networth Individuals as a Financial Planner
As of 2022, the landscape of Singapore boasted an estimated count of 298,650 High Net Worth Individuals (HNWIs), collectively amassing a substantial net worth ...
Supercharge Your Business Growth with Embedded Insurance
In today’s hurry-burry digital world, every business is looking for ways to differentiate, scale, and consequently make sure it will survive. One of the ...
The Importance of Persistency and Production for Insurance Agents
Persistency and production are two crucial aspects for insurance agents as they significantly impact their success and long-term career prospects. Let’s explore why these ...
Beginners Guide to Investing in ETFs
Imagine you want to invest in the stock market, but you’re not quite ready to dive headfirst into individual stocks. Maybe you’re looking for ...
Why Networth Skyrockets at 100k
Charlie Munger famously said that the first $100,000 is the toughest to earn but the most important step toward building wealth. He emphasized that ...
Filing Income Tax as Financial Advisors in Singapore
Six insurance agents in Singapore have been found guilty of tax evasion. The court determined that they had submitted false business expenses to collectively ...
Building a Passive Income Portfolio for your Retirement
Many people in Singapore are realizing that retiring can be very expensive. This is because the cost of living goes up over time, and ...
Being an Islamic Financial Advisor in Singapore
In recent years, there has been a noticeable increase in the demand for professionals specializing in Islamic finance. This trend is exemplified by the ...
A Look at Synergy Financial Advisers
In today’s fast-paced business world, where digital changes are reshaping industries like never before, companies that embrace innovation and early adaptation often gain significant ...
Confessions of a Financial Advisor
Becoming a financial advisor is like stepping onto a rollercoaster ride – thrilling highs, gut-wrenching lows, and twists you never saw coming. Here’s my ...
Establishing a Client-Centric Culture in Your Financial Advisory Firm
In the world of financial services, the concept of a client-centric culture is more crucial than ever. Financial advisories are entrusted with the responsibility ...
Changes to the Integrated Shield Plan from April 2023
Starting from April 1st, 2023, the Cancer Drug List will be implemented for Integrated Shield Plans (IP) in Singapore. This will affect private insurers’ ...
Allianz to Acquire Majority Stake in Singapore’s Income Insurance
Latest Update On October 16, Singapore’s Parliament passed the Insurance (Amendment) Bill, allowing the minister overseeing the Monetary Authority of Singapore (MAS) to block ...
AIA Launches The AIA Ultimate Critical Cover
The AIA Ultimate Critical Cover (AIA UCC) stands as a robust response to the pressing need for enhanced critical illness (CI) protection in Singapore. ...
Singapore Robo-Advisors – A Comparison Between Stashaway, Syfe, Endowus and UOBAM
Entering the world of investing can feeI overwhelming, especiaIIy if you’re just starting out or want something more automated. In a place Iike Singapore, ...
Why I Quit being a Financial Advisor in Singapore
As of 2022, there were 26,388 insurance agents registered with the Monetary Authority of Singapore (MAS). This number has been declining in recent years, ...
The Illusion of Passive Income
Passive income has become a buzzword in the entrepreneurial world, promising financial freedom and a life of leisure. Many individuals are drawn to the ...
Choosing the Best Insurance Policies for Your Children
As parents, we all want the best for our children, and part of that includes securing their future with the right insurance coverage. But ...
The 4% Rule
Let’s discuss two different methods for planning retirement income: the four percent rule and the dynamic spending rule. The four percent rule states that ...
The Indispensability of Personal Accident Plans
A personal accident plan, or PA plan, is a specialized form of insurance designed to provide financial support in the unfortunate event of an ...
Retirement Planning for Women
In the vibrant tapestry of Singapore, gender disparities in retirement preparedness paint a revealing picture. It’s a narrative where women often face unique challenges ...
The Concept of Compounding Interest in Financial Planning
The concept of compounding interest is a fundamental principle in finance that has the power to turn small investments into significant sums of money ...
Why Financial Advisors will never be Replaced by AI
Advancements in technology and IoT have revolutionized our society, making systems simpler and more efficient. Although this is a welcome development in most industries, ...
Should you be a Financial Advisor or Wealth Manager?
In Singapore, the terms “financial advisor” and “wealth manager” are often used interchangeably, but they can also refer to different types of professionals. A ...
Making your first $100k in Singapore
Building wealth requires dedication and consistent effort. However, there are tips that can help expedite your journey. Before delving into the “how,” it’s essential ...
Sun Life Asia Financial Resilience Index
The Sun Life Asia Financial Resilience Index casts a spotlight on Singapore, among other key Asian markets, to gauge household financial resilience across various ...
MoneyOwl Robo-Advisor Review
MoneyOwl announced on August 31, 2023, regarding the decision to wind down its financial advisory operations. As part of this decision, MoneyOwl will transfer ...
If you are looking for a licensed moneylender in Singapore, first familiarise yourself with the Moneylenders Act
Before turning to moneylenders for financing, it is important to explore all possible options to avoid high-interest loans. One such option is to consider ...
Optimising your CPF as the Cornerstone of Your Retirement Plan
When it comes to CPF (Central Provident Fund) in Singapore, two things remain constant: its enduring presence as a critical component of the retirement ...
The Long-term Perspective of Cash vs. Investment
Hello there, I’m Myron, your friendly neighborhood financial planner, and today we’re going to dive into a common dilemma: should you stash your money ...
Singlife Introduces Dementia Cover for Comprehensive Mental Health Support
Singlife has introduced Singlife Dementia Cover, the first insurance policy specifically designed to provide annual financial support to individuals diagnosed with dementia and other ...
Roadmap to Succeed as a Financial Advisor
Embarking on a career as a financial advisor is a journey filled with challenges and opportunities. To navigate this path successfully, aspiring professionals must ...
On Selling Insurance From Home Part-Time
SeIIing insurance from home part-time is great way to earn extra income and gain vaIuabIe experience in the insurance industry. Whether you’re a stay-at-home ...
Preparing an Emergency Fund
Life is full of surprises, both pleasant and challenging. While we all hope for the best, it’s essential to prepare for the unexpected. That’s ...