Regular Savings Portfolio: Investment Planning with Endowments, Bonds, Unit Trust, ETFs and REITs

Skillsfuture Credit Applicable for this Program!

What you will get:

Online Education: 1 hour of On Demand Video, Lecture Notes and Excel template exercises.

Face-to-Face Small Group Coaching Session: 3 Sessions covering the following topic:

  • 26 Oct: Q&A + Excel Exercises from Online Education
  • 14 Nov: Hands On Unit Trust Selection
  • 5 Dec: Hands On ETF and REITs Selection

Each Session is from 7.30pm to 10pm. Venue to be confirmed

One-to-One Consulting with Financial Planner:  Optional Segment with a Licensed Financial Planner Endorsed by me if you need further assistance!

After the program, You will be empowered to:

  • Have a very clear Financial Freedom plan:
    • How much is needed?
    • Return required to achieve the objective
    • What instruments to use?
  • Set up Savings and Investment Mechanism:
    • Use available tools to automate the wealth Snowballing process!
  • Understand basic investment instruments and know how to allocate among them!
    • Endowments
    • Bonds
    • Unit Trust
    • ETFs
    • REITs

Learn how to create a blueprint for Financial Freedom at $210 Only!

(Skillsfuture Credit Applicable!)

Register NOW to get immediate access to the Online Education! 

The Registration process for those who require to claim Skillsfuture Credit:

  1. Please fill in your details in the registration form below
  2. After you click "Submit" you will be brought to the Online Education Page supported by Udemy
  3. Please Enrol the course and make payment via Udemy
  4. An invoice will be generated by Udemy. This is the invoice you need to submit for Skillsfuture Credit
  5. An email will be sent to you for the claim process




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