SingCapital - Licensed MAS Financial Adviser

WELCOME TO SINGCAPITAL

We are one of Singapore's leading Financial Advisory Firms dedicated to providing quality financial services and solutions for individuals and corporations.

Licensed by the Monetary Authority of Singapore (MAS) under the Financial Adviser Act, we are here to be your personal financial consultant, your financial coach, and your guide to achieving financial freedom and more.

CURRENT EVENTS

Seats are limited!

10th July 2019 (Wednesday), 7pm to 10pm

In this Seminar, you will learn and understand the various CPF schemes to maximise your CPF such as:

1. CPF Life – How to maximise the life time pay check from this scheme!
2. CPF to invest in 2nd Property – How to leverage on this? Can I share with unrelated friends?
3. CPF Medishield Life – Can I rely on this for my family hospital care?

About 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.
He also sits on the board of various real estate funds as independent director and advisory board member.
He is currently serving as the President of Financial Planning Association of Singapore (FPAS)

His insights and perspectives on various financial matters are regularly interviewed by numerous media channels from radio to TV.

Alfred’s passion to share has also prompted him 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 beings.

17th August 2019 (Saturday), 10am to 12.30pm

Limited Capacity: Up to 20 Pax Only!

Workshop Outline:
1) What makes a valid will ?
2) Limitations of a will
3) How to distribute your property fairly?
4) Can I include a trust in a will?
5) How to keep your will?
6) If I have a will, do I still need to do a Lasting Power of Attorney?

About the Speaker
John Yeo is a Winner at the Singapore FPAS Financial Planner Awards 2019 in the Financial Advisory Open Category.
Unlike most other awards which are based on sales volume, this achievement recognizes financial planning quality and excellence that demonstrates the highest level of financial planning skills, professional knowledge and uphold the best practices in the industry.
As a practitioner, he has advised families with multiple properties inheritance, special needs children and business succession. He has also been featured in the book "Last Wishes", sharing his practical experiences in estate planning.

Limited Seats Available!

25th & 26th July 2019 (Thursday & Friday)

Now open for registration!

SINGAPORE ACCREDITED MORTGAGE PLANNER (SAMP) COURSE

Course Outline:

Module 2
Course Title: Property Tax Issues that Every Salesperson Should Know
Date/Time: 25 July, 10am to 1pm

Module 3
Course Title: CPF Policies that All Salespersons should know (CPFP)
Date/Time: 25 July, 2pm to 5pm

Module 1
Course Title: Singapore Property Financing Framework (SPFF)
Date/Time: 26 July, 9.30am to 5.30pm

About the Trainer
Alfred is the CEO of SingCapital which is a Financial Advisory firm licensed by the 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 an independent director and advisory board member.

3rd August 2019 (Saturday), 2pm to 5pm

Limited Capacity: Up to 24 Pax Only

The Only Holistic Workshop in Singapore to increase your Wisdom in Personal Finance. Practical exercises include tools and templates to manage your money for a lifetime. Different aspects of money like insurances, investments, loans, cash management, Will, etc are covered.

This is NOT a Preview.
This is NOT a Sales Talk.
No Sponsorship. No B.S.

Summary
☺ Learn Practical Strategies & Apply them Immediately.
☺ Simple to understand for Beginners.
☺ Easy to use for Sophisticated investors.
☺ Empower yourself with financial knowledge & skills.
☺ Boost your Wealth Quotient to avoid conmen, scams & perhaps some “advisers”.

Get the real stuff! We deliver everything in this workshop.
Consists of hands-on applications using proprietary models.
For this reason, all attendees are required to sign a Non Disclosure Agreement (NDA) with ID verification.

Synopsis

Wealth Basics (Fundamentals of Personal Finance)

Lessons from Rich Dad Poor Dad.
How much Emergency Fund should I set aside? How much is too little or too much?
Double-Edged Sword of Debt: Effective Use vs Investment Returns
Legal Income Tax Reduction Strategies

Wealth Protection (Insurance)

The Worst Person to ask about Insurance is an Insurance Salesman!
Are you Insured Effectively or Overpaying for Insurance?
Things Your Insurance Adviser Will Never Tell You.
What to Buy, How to Buy & Who to Buy from?

Wealth Accumulation & Growth (Investment)

Evaluate the Risks and Returns of Any Investment in the World.
How to Identify Potential Scams.
Build an All-Weather Investment Portfolio.
How to Prepare for the Next Major Crisis and Profit from it.

Wealth Distribution

Estate & Legacy Planning
CPF Nomination: Who to Nominate & who to Avoid?
How should I Structure my Will?
AMD & LPA

Average Rating: 4.4 out of 5
“Genuine with his advice and a fun, engaging three hours & 100% recommend!” – Paulynn Yong
“Very comprehensive and well-rounded” – Grace Cong
“Exposure to different perspective of financial planning” – Junie Tan
“Content was varied and relatable” – Kevin See Toh
“Simple to understand examples” – Liyana Wong
“Perspective of what a good financial adviser can help a client to plan” – Chuan Yong

About the Speaker
Shawn is a 2-Time Winner at the National FPAS Financial Planner Awards in the most competitive Financial Advisory Open Category. Unlike most other awards which are based on sales volume, this achievement recognises financial planning quality and excellence that demonstrates the highest level of financial planning skills, professional knowledge & uphold the best practices in the industry.

He is also the founder & owner of the registered trademark, Client Owned Adviser®, who must fulfil 7 criteria:
1.) Independent Platform
2.) Direct Access
3.) MAS Licensed
4.) Qualified (CFP, ChFC or IBF-A)
5.) ≥ 5 Years’ Holistic Practice in Financial Planning
6.) No Commission-Bias
7.) Provides Professional Advice on a Retainer.

Full profile at https://sg.linkedin.com/in/shawnyapcfp