Visualise Your Financial Future

How will your financial future look like 20-30 years from now?

We all have our goals and dreams at different stages of our lives. While you work hard and strive towards your goals, how confident are you to achieving them?

Or do you sometimes feel unsure about the future and can only hope that everything can work itself out?

“Will I be able to retire early by 50?”

“Can I afford to send my children for overseas education?” 

“What will happen if I go on a career break?” 

What if you can look into your future and see exactly how your finances map out?

Introducing a revolutionary financial planning experience..

Visualise Your Financial Future (VFF) 

With the help of a data driven software, we will go through a comprehensive analysis of your current finances, and project it forward so you have a clear picture of your financial future.

Holistic view of your finances – Now and into the future

No more complicated Excel spreadsheets or tables to keep track of your finances.

All your essential financial information e.g assets, liabilities, income, expenses, investment and insurance are integrated into a holistic picture of how your finances will pan out in the future.

Sample financial chart of a 30 year old’s future expenses and savings chart. The colors show the source of funds being used to fund his expenses over his lifetime.

Visualise as one glance your current and future expenses, cash flow and net worth

Sample net worth graph showing changes in assets and liabilities across ages

Specific to Singapore context

Get precise year-on-year projection of your future finances, computed based on current CPF interest rates, local tax brackets and even the future premiums of all the Shield plans available in the market

Get clarity of whether your goals can be achieved

See clearly at a glance if your goals can be achieved based on your current finances and how your decisions today will impact your future finances.

Before and after financial chart after factoring in goal of sending child for overseas education.

In this example, it looks like he can afford to send his child for an overseas education though it will dip into his savings and reduce the number of years his retirement funds can last from age 85 to 82.

Assurance when facing the “What-ifs” in life

In today’s uncertain world, many people have concerns about the future

e.g “What if I lose my job or get a pay cut?”

“What if my aged parents fall ill and require long term care?”

During the VFF session, we can also model such scenarios and dynamically see the impact on your finances and retirement so you can

  • stress test your finances to see if you are well positioned to handle the changes in life
  • see if you can still retire on track in spite of the scenarios
  • proactively plan for contingencies
  • find solutions to better manage the risks

So that at the end of the session, you can move towards your goals confidently with a peace of mind.

My mission is to help you find clarity and have the confidence of a brighter financial future for yourself and your loved ones.

If you are someone who is responsible for your finances and want to prepare ahead to face your future confidently, I encourage you to register for the Visualise Your Financial Future session below.

This will be a 90 min 1-1 analysis and consultation session with me.

I will be in touch with you to arrange for the session (either virtually or in person) and to gather the necessary information required beforehand for the analysis.

As a bonus, you will also receive a copy of your detailed personal financial report after the session.