Understand your options.
Ask better questions.
Since entering financial services in 2015, I’ve helped clients work through questions about insurance, investments and their family’s future. These guides bring together questions that come up in those conversations.
Start with what’s on your mind. If you’d like to explore how it relates to your own plans, we can talk through your priorities together.
Insurance & claims
Is your insurance still suitable for your needs and budget?
A practical way to review protection, overlapping benefits and affordability without rushing to cancel useful cover.
Read the guide · 3 minMy company covers me. Do I still need personal hospital insurance?
Check employer benefits, personal coverage and what happens when your job changes before deciding what to keep.
Read the guide · 3 minMy Integrated Shield Plan premium increased. What should I review?
Review hospital preferences, long-term affordability, rider choices and employer benefits before changing your Shield coverage.
Read the guide · 4 minMy insurance claim was rejected. What can I do next?
A step-by-step guide to understanding a rejection, checking evidence and preparing a focused appeal in Singapore.
Read the guide · 3 minMy insurance adviser left. What should I do?
A practical checklist for checking your policy status, verifying a new adviser and preparing for a review in Singapore.
Read the guide · 3 minInvesting & retirement
Should I wait for markets to fall before investing?
What historical S&P 500 research can—and cannot—tell us about record highs, waiting for a dip and investing gradually.
Read the guide · 3 minWhat can I invest my SRS savings in?
Understand SRS investment choices, costs and withdrawal considerations before choosing how to use your retirement savings.
Read the guide · 3 minHow to review an investment-linked policy you’ve held for years
A checklist for reviewing an older ILP: insurance, charges, fund holdings, cash flows and the options available under your contract.
Read the guide · 3 minFamily & estate planning
A financial planning checklist for parents with young children
Five practical conversations for parents in Singapore: cash reserves, protection, healthcare, education and estate arrangements.
Read the guide · 3 minWill, LPA and CPF nomination: what is the difference?
Understand the different roles of a Will, Lasting Power of Attorney and CPF nomination when planning for your family in Singapore.
Read the guide · 3 minGeneral education for Singapore readers. Each guide includes source links and a last-updated date. Your policy terms and personal circumstances determine what applies to you.