Singapore Financial Planners

The PRUSelect Vantage is an investment-linked insurance plan (ILP) that mainly focuses on investments.  It is an investment solution that provides multiple fund options to maximise returns in volatile market conditions.   Criteria Minimum premium payment period of 5 years Minimum premium amount of S$750 monthly   General Features The features of PRUSelect Vantage are as follows:   Premium Payment Terms & Options Under PRUSelect Vantage, you can pick a fixed premium payment term of 5,10,15, or 20 years on policy application. The premium payments are available in Singapore dollars (SGD). The tables below show the minimum premium amounts for the types of premium payment frequency and terms available. For 5-year premium payment term: Monthly Quarterly Half-yearly Yearly S$3,000 S$9,000 S$18,000 S$36,000 For 10, 15, and 20-year premium payment term: Monthly Quarterly Half-yearly Yearly S$750 S$2,250 S$4,500 S$9,000 Premi...

The Tokio Marine GoClassic is an investment-linked plan (ILP) that mainly focuses on investments. This plan boasts the flexibility to make premium payments in 5 major currencies. Criteria Minimum investment period of 5 years Minimum investment amount of S$630, A$660, £380, U$420, or €460 per month Minimum age of the policyholder is 1 month old. (You can buy this policy for your child)   General Features The features of Tokio Marine GoClassic are as follows: Premium Payment & Options Tokio Marine GoClassic offers 5 major currencies and various payment frequencies for regular premium payments. Here is a table that shows the minimum amount for every payment frequency and currency available. Premium payment terms The premium payment term for the Tokio Marine GoClassic policyholder is between 5 to 25 years. After selecting how long you would like to make premium payments, you can then choose your premium payments frequency based on the above. Premium Allo...

With many individuals moving towards managing their own portfolios, the rise of online brokerage accounts in Singapore becomes saturated and competitive. But before you begin investing, do you know what you need and what you should take note of before looking for one? We wrote this guide on how you can select a brokerage account that’s suited for you so that you don’t have to pay excessive fees.   What is a brokerage account? A brokerage account is an investment account you can use to manage your investments. A brokerage account is also known as a trading account. This is where you buy and sell shares, bonds, mutual funds, and other assets. You may also be able to add cash to your brokerage account and then invest that money in other investments. The next thing you need to know is a CDP account.   What is a CDP account? A Central Depository Account (CDP) is an account that stores all your stocks and investments in one centralised location account. With a CDP account, y...

The Great Eastern GREAT Wealth Advantage is an investment-linked plan (ILP) that mainly focuses on investments. This ILP boasts one of the highest number of flexible options for its policyholders.   Criteria Minimum investment amount of S$200 per month Minimum investment period (MIP) of 10 years   General Features The features of Great Eastern GREAT Wealth Advantage are as follows:   Premium Payment & Options The minimum basic regular premium differs based on your chosen frequency of payments, as listed below. Monthly – S$200 Quarterly – S$600 Half-yearly – S$1,200 Annually – S$2,400   Premium payment terms Based on the Great Eastern GREAT Wealth Advantage’s product summary, there is a minimum premium term of 10 years. However, you are able to hold the policy indefinitely.   Premium Allocation If you choose to invest with the Great Eastern GREAT Wealth Advantage, 100% of the basic regular premium will be used to buy fund units. ...