Investment & Retirement Portfolio Management With Josh Tan

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!

YOUR QUESTIONS BEST ANSWERED!

1) If it is a question specific to the video or the article's subject, it may be better to post in the comments there.

Give me awhile, my time is also required to my pool of private clients and family but I'd try to pick the question up when I can, don't worry. I don't ask for fan donations while sharing content and this is the only way to be sustainable.

2) If it is a question on a specific plan or subject, you may search here within TheAstuteParent

Retirement planning articles written on TheAstuteParent

- Retirement plans: AVIVA Mylifeincome, AVIVA MyRetirement choice, Manulife Readybuilder, AIA Retirement saver III, Manulife RetireReady Plus, AXA Retirehappy plus, NTUC Revoretire

Investment articles written on TheAstuteParent

- Phillip Sing Income ETF, United SGD Plus Fund, IFAST DPMS, Astrea IV, Temasek Bond, Pros and Cons of a robot-portfolio, Hospitality REITS, Fidelity Global Multi Asset Income, Dimensional World Allocation 60/40

High Networth articles written on TheAstuteParent

- NTUC Vivowealth Solitaire Plan

- China Taiping Infinite Harvest Plan

- Portfolio financing with IFAST

Contact me from article itself and I'd already know your preferences abit better.

We would work on fulfilling the plan for you today!

HIRING JOSH ON A FEE ADVISORY

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 13years.

Ever since graduating from NTU actually....

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

All it needs its a text to get me in today as a consultant with a fee, that simple.

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 risk assessment to identify the asset allocation you need to meet your investment objectives. This requires time.

Subsequently, I will need to understand your current investments to personalise a portfolio for you to build the change you want. This also requires time.