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Category: IFA Services

“Cheated” by the insurance company

In my near 20 years in the financial advisory business, one of the most common complains by policy holders is … More

#Par Fund, #Participating Funds, Insurance

Do your own financial heath check.

An old article from 2007 that was printed in the financial magazine “SmartInvestor”. While the content is old, it is … More

retirement, Retirement planning

Supplementary Retirement Scheme (SRS)

The Supplementary Retirement Scheme (SRS) was established on 1st April 2001, to complement our Central Provident Fund (CPF) savings. While … More

income tax, SRS

Does a smaller loan on your property makes sense?

The outlook for mortgage rates is that the rates are expected to go up. It is a known fact the … More

Mortgage, Mortgage Insurance, Property

Should an Algorithm Tell You Who to Promote?

I saw this article in LinkedIn & thought what a ridiculous idea. How would that algorithm assess my performance? How … More

Career, Financial Advisor, IFA, Job

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My IFA

My IFA

Contact Info

16, Raffles Quay. #30-03
Singapore 048581
6220 5333
kimheng@avallis.com
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