An Exclusive Invitation Awaits You
We’re thrilled that you’ve chosen to explore the ME Method to preserve your family’s prosperity. One of our financial adviser representatives will reach out to you shortly to send you your eBook.
Because of your commitment to securing a bright future for your loved ones, we’ve put together this upcoming seminar to support you further.
In collaboration with world-class financial institutions, we’d like to extend an exclusive invitation to you for an upcoming Dinner Event that caters to individuals like you who understand the importance of effective legacy planning.
This event is specifically designed for those who are seeking to:
Ensure an equal distribution of estate to preserve relationships and prevent family disputes
Multiply and enlarge their estate for the benefit of the next generation
Derive income NOW without sacrificing their estate, and provide financial security for the present and future
Your initial interest in our eBook highlights your desire to preserve your family’s legacy and prosperity, and we’ve tailored this event to address precisely that.
Understanding Your Goals and Aspirations
At the heart of legacy planning are three key considerations, and it’s clear that these resonate with you
Preserving Your Family's Legacy and Prosperity:
You possess the insight that conventional approaches such as wills and trusts might pass down wealth, but they lack the ability to grow your assets or provide consistent income. You’re looking for solutions that go beyond the ordinary.
Navigating Property Investment Challenges:
While property has the potential to grow your wealth and provide income, it also comes with substantial upfront costs, risks, and the complex challenge of equitable distribution among your next generation.
Unlocking the Untapped Potential of Financial Assets:
This emerges as an answer to the limitations posed by customary strategies. Financial Assets present the possibility of growth, income, and the flexibility to achieve your financial objectives.
Realising Equitable Wealth Distribution through Financial Assets:
Intrinsically linked with the potential of financial assets is the capacity to ensure the even-handed dispersion of your wealth among your heirs. Unlike property investments with their hefty initial costs and inherent complexities, financial assets provide a streamlined avenue for equal distribution. This means that you can allocate your assets across your next generation without the encumbrance of substantial financial outlays or the risks commonly associated with property ventures.
By choosing to invest in financial assets, you’re not only unlocking growth and income possibilities but also harmonizing the process of distributing your wealth among your loved ones. This, in turn, fosters a legacy of unity, fairness, and financial stability for generations to come.
Exploring Solutions Together
Our event’s agenda has been meticulously crafted to delve into these aspects. It features insightful sessions by experts who will guide you through these crucial considerations:
Planning your legacy with Wills and Trusts by Sim Mong Teck & Partners
Finding Long-Term Sustainable Dividend Income and Growth in Equities by Aberdeen
Fractured Markets, Strong Bonds – Fixed Income Opportunities in an Uncertain Environment by PIMCO
China – Navigating the Bumpy Recovery amidst Cheap Valuations by JP Morgan Asset Management
Panel Discussion with Q&A
Expertise You Can Trust
Our speakers come from diverse backgrounds, each bringing a unique perspective to the table. Their expertise is grounded in years of experience and dedication to their respective fields. You can rely on their insights to make informed decisions about your family’s future.
They will provide you with actionable insights to navigate the complex landscape of legacy planning.
Ho Wei Jin, Sim Mong Teck & Partners
Weijin graduated from the University of Sheffield with an LLB (Hons) in 2010 and upon completing his training at one of Singapore’s largest law firms, was admitted to the Singapore Bar in September 2012. Weijin started his legal career as a corporate lawyer in a boutique law firm and then went on to become an independent business and contracts consultant to dozens of family-owned businesses and start-ups.
Weijin joined as an Associate in July 2022. He handles Real Estate Transactions, as well as Wills, Trusts, Probate and Mental Capacity cases.
Weijin can converse in both English and Mandarin. His strong sense of empathy allows him to understand his clients on a deeper level and proactively deliver the necessary advice in the most effective manner to achieve their needs.
Darren Ng, PIMCO
Mr. Ng is a vice president in the Singapore office and account manager on the Singapore retail business team, responsible for building distribution partnerships with financials intermediaries in the region. Prior to joining PIMCO in 2023, he was with Schroders as a business development manager in the Singapore intermediary business team, focusing on the distribution of mutual funds in Singapore and development of sales and product strategies. He has 15 years of investment and financial services experience and holds a bachelor’s degree in computer engineering from the National University of Singapore.
Paul Zhuang, J.P. Morgan Asset Management
Paul Zhuang, vice president, joined J.P. Morgan Asset Management’s Singapore Funds Sales team in January 2022 and is responsible for business development across banks, insurance companies, financial advisors and digital platforms. Prior to that, Paul was part of the wholesale distribution team at Franklin Templeton Investments. His previous work experience includes fund selection and due diligence at DBS Bank, portfolio performance reporting at Credit Suisse Private Bank and relationship management at UOB Bank. Paul graduated with a Bachelor in Business Administration with distinction from RMIT University and is a CFA charterholder. He has also completed programs in Executive Leadership from Saïd Business School, University of Oxford and Fintech from eCornell, Cornell University.
Bryant Loh, abrdn
Bryant Loh is part of the Wholesale Clients Group at abrdn. In this role, he works closely with intermediaries across the banking, insurance and financial advisory channels in the business development and marketing of abrdn’s investment products and solutions. Bryant joined abrdn from Franklin Templeton, where he had wholesale coverage responsibilities for Southeast Asia-based intermediaries.
Why Should You Attend?
By attending this event, you’ll not only gain insights into effective legacy planning strategies but also have the opportunity to connect with like-minded individuals who share your aspirations. You’ll be equipped to make decisions that align with your values and goals.
Event Details
Date: Friday, 22 September 2023
Time: 7:00 PM – 10:00 PM
Location & Address: Premium hotel located in Bugis (To be disclosed upon successful registration)
8-course dinner will be served
Secure Your Seat(s) While They Are Still Available
We’re committed to delivering an intimate and engaging experience for all attendees. As only 40 vacancies are available, we encourage you to secure your spot without delay.
Your commitment to securing your family’s legacy is inspiring, and we can’t wait to meet you in person at this transformative event.
Don’t Miss This Opportunity
This is your chance to take a step closer to your family’s enduring prosperity. To secure your place at this exclusive event, simply fill in the form below:
Thank you for choosing us to be a part of your journey. We look forward to embarking on this meaningful endeavor together.
Warm regards,
Regal Wealth Partners