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Service to others is my joy and fulfilment. Testimonials from those who used my services.

Since I started this career, I feel empowered and fulfilled as I help my clients navigate this period of increased volatility and guide them...

Wednesday, July 14, 2021

#5 Money Rule-Retirement Planning

 


In the previous video #4 Money rule, I talked about Asset allocation, the factors affecting it and the risk return curve. In this video #5 Money rule, I will share the importance of Retirement planning, the common pain points, the reason for Retirement planning and Important questions to ask yourself and the Key to Retirement planning.

Time and tide do not wait for man. Seize your day. (Latin: Carpe Diem)

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If you need help, kindly contact me below for a portfolio review or seek help from a trusted financial advisor.

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Cheers.=)

*The information contained here is provided to you for general information/circulation only and is not intended to nor will it create/induce the creation of any binding legal relations. The information or opinions provided do not constitute investment advice, a recommendation, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. For more details, check the Disclaimers and PDPA

Disclaimers n PDPA: https://bit.ly/3fHrxUX

#Money #Wealth #Retirement


Thursday, July 8, 2021

Featured Post on PhillipCapital: Why I choose PhillipCapital

 

https://www.linkedin.com/posts/eric-ohlh_phillipcapital-phillipwealthadvisory-phillipcapitalentrepreneurs-activity-6818857328788549632-M4hZ

My previous role as a proprietary trader gave me the opportunity to make full use of PhillipCapital’s platforms and systems at work. I eventually converted to be a Trading Representative because I was confident that PhillipCapital has one of the best platforms for securities and wealth management. 

To serve my clients’ financial goals and changing needs, I secured a FA licence subsequently. I am heartened to know that my clients are able to invest and sleep with peace of mind as they leverage the skills and experience of my team’s leading fund managers. 

At Quantum Planners & Associates, we endeavor to help aspiring entrepreneurs achieve a resilient career with work-life balance.

Eric Oh 
Senior Trading Representative & Associate Manager 
Quantum Planners & Associates
https://lnkd.in/gDRFK7N 
ohlh@phillip.com.sg

#PhillipCapital #PhillipWealthAdvisory #PhillipCapitalEntrepreneurs