Planning is bringing the future into the present
so that you can do something about it now
~Alan Lakein
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I aim to be the trusted financial adviser to my clients and preferred reference point for their financial objectives and goals.
By adopting a holistic & unbiased approach towards financial instruments or financial product providers, I seek to address each financial planning need with professionalism, honesty & integrity. I work with many top insurance companies & investment platforms to provide advisory and distribution of their respective products. In addition, collaboration with law firms, accounting firms & banks on a referral basis means I will be able to provide a holistic overview service. With close to 18 years of experience as a licensed Financial Adviser, I have the competence and skills to guide my clients make the necessary decisions to achieve their financial goals. I have also shared my knowledge and experience on many platforms with regards to: - Financial structuring for property purchases - Impacts of interest rates movements on housing loans and cash flow management - Managing financial risk as a property investor - Alternatives to create passive income other than using rental income |
Property Purchase Financial PlanWhether you are a first-time home-buyer or an experienced investor, the Total Debt Servicing Ratio (TDSR) and the various property cooling measures will impact you one way or another.
Will you be ready to take action when opportunity comes? Knowing these numbers on hand will get you ready. 1. What is your maximum loan quantum? 2. What is your maximum loan tenure? 3. How much is your Buyer Stamp Duty (BSD)? 4. How much is your Additional Buyer Stamp Duty (ABSD), if any? 5. How much upfront cash outlay will you need? 6. How much impact will it have on your overall financial standings? Get in touch to have these numbers worked out for you! |
Other Services
Property ownership planning
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Retirement planning
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Investment planning
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Insurance planning
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Legacy planning
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In My Clients' Words...
Ms. Carolyn Chia
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Thanks for being the trusted advisor for our humble family financial needs!
Driven by passion and a sincere desire to assist his friends/clients grow and protect their wealth, Jason is a well informed professional who takes time to listen and source around for the best solution for all financial needs. His advice is always clear and easy to understand even for the uninitiated." |
More reviews
About Me
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With close to 18 years of experience as a licensed Financial Consultant, I have the competence and skills to guide you make the necessary decisions to achieve your financial goals.
I have helped many clients in the areas of property purchase planning, managing financial risk, managing cash flow, retirement planning, estate planning, and wealth accumulation, preservation & distribution. I have also shared my knowledge and experience on many investment platforms with regards to : |
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