Retirement Planning

Retirement is often viewed as a time of relaxation and freedom that many people look forward to after decades of work. But with today’s rising cost of living and people living longer, more and more people are finding themselves unsure if they would be able to retire comfortably and on time.

The good news is that a comfortable retirement is not impossible or out of reach.
It is possible as long as you plan ahead and take active steps towards it. And the earlier you start, the better are your chances.

Retirement is not something that happens by CHANCE, it is something that happens by CHOICE

The 5 Step Retirement Planning Process

I have designed a 5 step process that helps people to plan for their retirement with confidence and clarity.

By going through this systematic process, you will

  1. Get clear on how much you really need to retire
  2. Know exactly where you stand and find out if you are on track to retirement?
  3. Find the right retirement solutions tailored for you based on your situation and budget

The Retirement Roadmap Session

If you have any of the following questions in mind

  • How much do I really need to retire?
  • I have some savings and investments over the years but I am not sure how they are performing and will it be enough?
  • I have quite a number of insurance policies but am I really covered against costly medical bills after I retire?
  • How can I create an adequate income stream after I retire?

Then I invite you to register for a complimentary Retirement Roadmap Session

During this 1 hr consultation, we will go through the 5 Step Retirement Planning  process where we will clarify your retirement goals, review your current situation and come up with strategies and solutions to help you achieve your dream retirement.

Bonus Workbook – 5 Steps Retire Happy Guide

As a bonus, you will also receive a complimentary supporting workbook. This comes with simple exercises to do before the retirement roadmap session so it will be more beneficial for you and serves as a summary guide for your reference.

To register and schedule yourself for the FREE Retirement Roadmap Session, simply fill in your details below and your preferred contact time and I will be in touch with you soon to schedule your session.

See you soon!

FREE Retirement Roadmap Session

By filling in the information above, I understand and give my consent for Yonghui to contact me to share or update information about financial solutions that might be of interest to me via email, text message and/or voice call.