Tailored upgrading plan according to individual needs and financial resources
1) An in-depth explanation and illustrated by figure and fac on whether HDB flat is an Asset or Liability and how to utilize it to your maximum benefit:
2) Using Robo Advisor Programme, an newly developed artificial intelligence automated Asset Progression Planner System, we help you to develop and help you to understand the following plans:
- Different types of asset progression plans
- Purchase and payment schemes
- Investment analysis
- Risk Assessment
- New home recommendation
3) Create a property portfolio plan that allow you to accumulate wealth earlier & retire carefree.
4) Allow you to understand How to use CPF Effectively and Efficiently and How to Avoid Double Whammy that will hinder your property wealth creation.
Mr and Mrs Tan, a young Singaporean couple in their late 20s
- Thinking to buy Executive condo
- Combined Household income of $10,800
- Current Ordinary account of $200,000
- Parent's support of $50,000 cash
We managed to assist them in purchasing a 3 bedroom Parc Canberra, 1147sqft at $930,000
Peter and Mary who is staying in HDB 4 room flat in Tampines
- Think of upgrading to a condo
- Still have Outstanding loan of $100,000 for their flat
- Combined household income of $12,000
- Current OA of about $250,000
- Own saving of $300,000
We managed to assist them in purchasing in a 3 bedroom at Riverfront Residences, 1065sqft at $1.32 million