Experienced Financial Advisers

OUR WORKSHOPS

We offer Training Workshops for various industries. Here are some of our Workshops. Do speak with us if you want our team to conduct customized Workshops.

OUR WORKSHOPS

We offer Training Workshops for various industries. Here are some of our Workshops. Do speak with us if you want our team to conduct customized Workshops.

The Financial Plan You Need for Now, Later and Much Later

Join Venka as he shares his eye-opening insights about the impact that the future will have on your finances
and how
critical it is that you prepare for it now, with three plans !!

The Financial Plan You Need for Now, Later and Much Later

Join Venka as he shares his eye-opening insights about the impact that the future will have on your finances
and how
critical it is that you prepare for it now, with three plans !!

How Digitalization Is Changing Your Financial Future

Join Venka, the author of Anchoring Success, as he shares some of the exciting advances happening
right now that are changing the future of your money management.

How Digitalization Is Changing Your Financial Future

Join Venka, the author of Anchoring Success, as he shares some of the exciting advances happening
right now that are changing the future of your money management.

Health Planning in Singapore

With increasing cost of healthcare, and with Medishield life many are lost are lost when it comes to reviewing their medical coverage. Our seminar removes the complexities of CPF and Medishield life an integrated plans and make it simple for people to understand.

Health Planning in Singapore

With increasing cost of healthcare, and with Medishield life many are lost are lost when it comes to reviewing their medical coverage. Our seminar removes the complexities of CPF and Medishield life an integrated plans and make it simple for people to understand.

Getting the Most From Your Retirement Plan

You are probably contributing to your Supplementary Retirement Schemes like SRS or other workplace retirement plan each month, but are you doing everything you need to do to avoid the missteps that could hurt you in the future?

Getting the Most From Your Retirement Plan

You are probably contributing to your Supplementary Retirement Schemes like SRS or other workplace retirement plan each month, but are you doing everything you need to do to avoid the missteps that could hurt you in the future?

How Financial Innovations Are Changing Your Future

There are many exciting shifts taking place that will have an impact on your personal financial planning, career planning and savings. With so much innovation occurring, we invite you to stay up to date with this new on-demand video !

How Financial Innovations Are Changing Your Future

There are many exciting shifts taking place that will have an impact on your personal financial planning, career planning and savings. With so much innovation occurring, we invite you to stay up to date with this new on-demand video !

Issues Relevant to Expats in Singapore 

We work closely with Expats in Singapore and show them what are the areas they need to plan for whilst in Singapore. Learn “what” and “how” to keep cost low to manage risk in Singapore. This can be used globally if needed too. So it is a useful way to manage risk both in and out of Singapore.

Issues Relevant to Expats in Singapore 

We work closely with Expats in Singapore and show them what are the areas they need to plan for whilst in Singapore. Learn “what” and “how” to keep cost low to manage risk in Singapore. This can be used globally if needed too. So it is a useful way to manage risk both in and out of Singapore.

Financial Goals Planning 

Your financial goals are unique to your life and future dreams and we want to help you achieve them. Take just 15 minutes to find out how to start with small, easy steps toward achieving your goals. Goal-setting is not very scary with a good plan in place to help you stay on course. We can help with that !

Financial Goals Planning 

Your financial goals are unique to your life and future dreams and we want to help you achieve them. Take just 15 minutes to find out how to start with small, easy steps toward achieving your goals. Goal-setting is not very scary with a good plan in place to help you stay on course. We can help with that !

Getting the Most From Your Retirement Plan 

You are probably contributing to your Supplementary Retirement Schemes like SRS or other workplace retirement plan each month, but are you doing everything you need to do to avoid the missteps that could hurt you in the future.

Getting the Most From Your Retirement Plan 

You are probably contributing to your Supplementary Retirement Schemes like SRS or other workplace retirement plan each month, but are you doing everything you need to do to avoid the missteps that could hurt you in the future.

Estate Planning: Keeping Your Money in the Family

Are you – or a friend of family member – dealing with inheritance or estate planning issues? This workshop addresses the importance of family dynamics, how to begin thinking about the question “Who gets what?” and much more.

Estate Planning: Keeping Your Money in the Family

Are you – or a friend of family member – dealing with inheritance or estate planning issues? This workshop addresses the importance of family dynamics, how to begin thinking about the question “Who gets what?” and much more.

The Truth About Retirement Plans

Learn the 4 investments you should never choose for your retirement plan, what to do with old retirement accounts, and much more.

The Truth About Retirement Plans

Learn the 4 investments you should never choose for your retirement plan, what to do with old retirement accounts, and much more.

We can customize a workshop to suit your staff and attendees, give us a call and let’s talk about how we can help you in the welfare of staff. There are no cost involved in any of these workshops. Minimum attendees will be required for workshop customization.

We can customize a workshop to suit your staff and attendees, give us a call and let’s talk about how we can help you in the welfare of staff. There are no cost involved in any of these workshops. Minimum attendees will be required for workshop customization.

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