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With the recent COE prices reported to be at an all-time high, the idea of owning a car in Singapore has become even harder to justify. In this episode, our Client Adviser, Ray Zheng, shares the [...]

In this fast-paced financial landscape where businesses are in pursuit of faster revenue, interactions between wealth advisers and clients are highly transactional such that the value is often [...]

In the past 3 years, many studies on the value of advice have emerged. Fund managers like Russell Investments and Vanguard, as well as professional associations like CFA Institute and Financial [...]

“When you say people get free advice here, I laughed because in the end when you think about how this world works, nobody works for free. So you are paying for what you are getting somehow. [...]

Recession, the pandemic and shifting demographics are intensifying the pressures on the ‘sandwich generation’ – those taking care of both their elderly parents and young children. This can put a [...]

  In July, equities experienced a significant upswing, building on the momentum from the previous month’s success. Notably, Dimensional equity funds performed exceptionally well, [...]

Estate planning is an essential component of both life and wealth planning that is often overlooked. Neglecting this critical aspect can lead to dire consequences, leaving loved ones with [...]

About a year ago on 26 October 2022, my day was marked with many realisations, each with varying intensities of pause and self-reflection. The first one came when it dawned on me that I had [...]