1 MORE STEP
Thank You For Requesting a Copy Of “CPF SA Shielding Alternatives”
One of our financial adviser representatives will reach out to you shortly via the phone number you’ve provided, to send you your eBook.
An Exclusive Invitation Awaits You
Congratulations on taking the first step in exploring options to re-strategise your retirement planning.
Because of your commitment to creating a secure and comfortable future for your golden years, 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 retirement planning.
This event is specifically designed for those who are seeking to achieve a secure, and comfortable retirement:
Without dabbling in risky investment schemes and making yourself vulnerable to market volatility.
Without scrimping and saving now and compromising your current lifestyle.
Without making the difficult decision of saying “no” to your children’s aspirations.
Without being the penny-pinching sibling who’s always contributing the least to your elderly parent(s) caregiving.
Without taking on additional part-time jobs, side gigs, or weekend projects after a tiring day or week at work for only an extra few hundred dollars monthly.
Without delaying your retirement to continue building up your funds while peers your age are already vacationing as much as possible before they get too frail to see the world.
Your initial interest in our eBook highlights your desire to achieve retirement-readiness and we’ve tailored this event to address precisely that.
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:
How Budget 2024 CPF Changes Affect Your Retirement
Diversified Income Approach to Investing
Generational Buying Opportunity in Bonds
Investing in Asia’s Long Term Growth
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 financial future.
They will provide you with actionable insights to navigate the complex landscape of investing for an early and comfortable retirement.
Ms. Leanne Li, Manulife Investment Management Singapore
Leanne Li is an Associate Client Portfolio Manager within the Multi-Asset Solutions Team (MAST) at Manulife Investment Management (MIM). MAST is tasked with the delivery of cross-asset class investment solutions that include pension and retirement solutions, risk management- and outcome-oriented solutions, and multi-manager portfolios including both public and private assets. Solutions may be absolute return, peer- or benchmark-relative and are delivered in many formats including mutual funds (including fund-of-fund), pooled, segregated and customised.
MAST designs bespoke solutions on behalf of retail and institutional clients around the world and includes Asset Allocation, Liability-Driven Investing, Liquid Alternative, Beta Management, and OCIO / Fiduciary Solutions for pension plans. Asset solutions include target risk, target date, and a wide array of strategic, tactical and absolute return multi-asset class portfolios that are highly customisable depending on client objectives.
Based in Singapore, Leanne provides client portfolio management support to Manulife Investment Management’s regional multi-channel sales distribution teams. Prior to joining MAST, Leanne was Senior Manager, Proposals and Strategy, as part of MIM’s Asia Institutional Business where she was responsible for RFPs across public and private asset classes. Before joining the firm, she was an editor for primary capital markets research at Dealogic. She began her career as a business development executive and later worked as a content writer.
Leanne holds a Master of Arts in International Political Economy from the University of Kent, and a Bachelor of Arts in International Relations and Economics from the University of Toronto.
Mr. Andy Liew, Nikko Asset Management Group
Andy Liew is an experienced professional in the asset management industry and has previously worked at Aberdeen Standard Investments, BlackRock and Eastspring Investments. He is currently part of the Intermediary Business Development team at Nikko AM.
He has extensive experience in fund launches, product structuring, marketing campaigns for both active and passive investment strategies. In addition, he has participated in several investment seminars targeted at different demographic segments as a keynote speaker.
He graduated with a Bachelor in Business Management (Finance) from Singapore Management University.
Mr. Jeremy Lim, Schroders Investments
Jeremy Lim joined Schroders Singapore Intermediary Business Team in 2023. Jeremy is responsible for the distribution of Mutual Funds in Singapore, including business development and development of sales and product strategies.
Prior to joining Schroders, Jeremy worked for SeaMoney (Digital Investments Business Development), UBS (Wealth Management), and Goldman Sachs (Operations). He completed his bachelor’s degree at SMU, majoring in finance and operations.
Why Should You Attend?
By attending this event, you’ll gain insights into retirement planning strategies that are up to date with new government policies and the current investment landscape. You’ll be equipped to make decisions that align with your values and goals.
There’s also the opportunity to connect with like-minded individuals who share your aspirations.
Event Details
Date: Wednesday, 3 April 2024
Time: 7:00 PM
Location & Address: Premium restaurant located in Farrer Park (To be disclosed upon successful registration)
8-course Chinese 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 30 vacancies are available, we encourage you to secure your spot without delay.
Don’t Miss This Opportunity
This is your chance to take a step closer to your retirement-readiness. 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 endeavour together.
Warm regards,
Regal Wealth Partners