Have you given much thought about these key financial decisions in your life?
• Managing Your Cash Flow
• Buying A House Within Your Means
• Taking Charge of Your Healthcare Costs
• Securing Your Retirement
Kick-start your thinking process! Sign up for our talks and use our checklists below.
Try the checklists to know where you stand. We will also point you to some useful resources if you need help.
The checklists are produced in consultation with:
• Association Financial Advisers, Singapore
• Financial Planning Association of Singapore
• Life Insurance Association Singapore
• The Insurance and Financial Practitioners Association of Singapore
The information in the checklists is of a general nature and may not apply to every situation or to your own personal
circumstances. These checklists should not be regarded as a substitute for seeking legal or professional advice. For
specific issues regarding financial advice/services, you may wish to contact a professional financial adviser.