Tag Archives: financial plan

Key Report Findings of Singaporeans and Retirement Planning

The latest in HSBC’s (2013) series of independent global studies into “The Future of Retirement” highlights the real challenges in planning for and achieving the retirement people want. Of the 15,000 respondents in 15 countries, 1,000 were Singaporeans. Some key report findings of Singaporeans: Most Singaporeans envision to live their golden years filled with family… Read More »

Six Steps in the Financial Planning Process

Financial Planning is an essential process that individuals and families must go through at least once every year. It involves a thorough analysis of the present and future monetary needs of the client. The planner must also possess the following attributes: Logical mindset Emotional objectivity Mathematical proficiency Ability to make reasonable projections about the future… Read More »