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FULL RETIREMENT PLANNING WITH ONE OF SINGAPORE'S 

BEST KNOWN ADVISOR

HOLISTIC FEE BASED APPROACH!

BIG THANK YOU

Before I start, thank you for visiting TheAstuteParent

and thank you also if you're a fan on JOSH TAN YouTube Channel =)

There aren't that many advisers who have a BIG following =P


Investment strategies and retirement planning is difficult and very time consuming to personalise...

It also requires an ongoing review to ensure your financial goals are met!

That's why the next few sections will be on explaining how we can work together!

DO UP A PROPER PLAN AND SEE THE CHANGES TO MAKE TODAY!

HIRING JOSH TAN ON A FEE

Sharing with you my process...

1

Professional background with experience to advice you

This will suit you if you are looking for a professional financial adviser to manage your investments and help you breakthrough in retirement planning.

In terms of qualification, I hold the ChFC designation and I will be your portfolio adviser. I was the top candidate of my ChFC cohort.


In terms of experience, you should already know I've been advising for more than 15years. Ever since graduating from NTU Accountancy actually....


BUT ALL THESE DON"T MATTER, WHAT MATTERS IS IF YOU BELIEVE I CAN HELP YOU LIKE NO OTHER.


All it needs is a text to start our discussions today, that simple. 

2

Why a fee?

You've seen my work on a general basis from the videos and articles I've shared.

The next step is to do a thorough understanding of your goals and investment objectives.

 

It's not about products but about personalising advice for you to build the change you want. This requires time and expertise.

3

Sharing my experience looking into cases


From experience, I'd need a total of 6hrs to 10hrs to deliver the advice you need


60min-120min: Data collection and relooking at your goals and existing portfolio

180min-300min: Research and reporting

120min-180min: Discussions on phone and zoom presentation online



4

Subsequent investment management fee if portfolio is created

Annual wrap fee on investment portfolio will be up to 1%pa.

There will be an investment portfolio review done with you every 6-12months and a regular rebalancing recommendation every 3months.


Platform fee will be up to 0.28%pa. No other fees involved.


Disclaimer: The firm I represent now (Promiseland Independent Pte Ltd) and I (Code: TJL100057681) do not hold any CMS/ LFMC/RFMC license.

DO UP A PROPER PLAN AND SEE THE CHANGES TO MAKE TODAY!

Hear what others have to say


See MANY MANY MORE on LinkedIn https://www.linkedin.com/in/josh-tan-jl/

If you are ready to get started, click the WhatsApp button below

DO UP A PROPER PLAN AND SEE THE CHANGES TO MAKE TODAY!


This website is designed to educate and provide general information only on the subject matter covered. It is not the intention of our authors to offer any specific legal, accounting, taxation or investment advice. Our website does not guarantee the accuracy, adequacy or completeness of the information provided and disclaim liability for errors or omissions in such information and materials.

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This advertisement has not been reviewed by the Monetary Authority of Singapore.