S2E12: How to Optimise CPF as Part of Your Overall Wealth Plan

Are you making the most of your CPF account?

In this episode, Isaac discusses the strategies for optimising your CPF accounts and integrating them into your personal wealth plan with Tan Chin Yu, our Advisory Team Lead.

Discover valuable tips and insights that will help working Singaporeans and PRs harness the full potential of their CPF monies.

Meanwhile, stay tuned for our upcoming episode featuring a special guest!

View the full list of podcast episodes published here.

Music courtesy of ItsWatR.

The host of this episode, Isaac Ong, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Learn more about Isaac here.

For more related resources, check out:
1. Understanding CPF Part 1: What Are the 5 Key Risks in Retirement
2. 10 Important Aspects About Your CPF Retirement Account (RA)
3. Providend’s Money Wisdom Podcast S2E5: 4% Rule, Dividend Investing, RetireWell™ – Which Spending Strategy Is Best for Retirees?

Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.

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