Kenneth Tan Finance

Kenneth Tan Finance Providing financial advise for both individual and corporate businesses.

Humbled by this post. 🙏🏻Would like to take this opportunity to thank all my clients for the constant support and trust y...
01/09/2022

Humbled by this post. 🙏🏻

Would like to take this opportunity to thank all my clients for the constant support and trust you have given to me all these years.

Our financial wellbeing intertwines with almost everything that we do. I am truly blessed to be able to assist my clients and walk (or run) with them towards their financial success.

I will continue to improve my craft and strive to bring my best service to you guys.

Wanna take the opportunity to introduce another key member of the team - Kenneth Tan Finance

Kenneth made a huge career switch and joined Infinity early of 2019.
Prior to his financial advisory journey, he has been in the IT Industry for almost 10 years.

It is never easy to move out of your comfort zone and start something afresh, let alone attain achievements in a different industry. Below are the top 3 qualities how he continues to excel in the financial industry:

Meticulous
Kenneth is a very detailed person when it comes to financial planning. He devotes time and effort to understand clients' specific needs and concerns before doing his due diligence to shortlist the most suitable solutions. He constantly attends trainings and keeps himself updated with the current affairs and product offerings, so that he can best value add his clients. He always strives to ensure his solutions effectively address his clients needs and concerns.

Patience
In his IT years, part of his job involves translating technical jargons to layman English for end clients to understand. Similarly, he is able to utilise this strength to make financial planning simple and entertaining for his clients. Not only does he plan for clients, he also make it a point to educate them, so that they become more knowledgeable in their financial wellbeing.

Being a veteran practitioner myself, I must say this is really not an easy feat.

Trustworthy
I can attest for him that he always has his clients wellbeing as priority. Based on previous case discussions, he constantly have his clients best interest at heart, thinking about which product offering can best cater to their needs, never about the renumeration that he can receive. He justifies his recommendations based on statistics and clients are always better off after meeting up with him.

His down-to-earth and candid personality makes him someone that is very enjoyable to be with.

I am confident that he will continue to impact lives and help as many as he can for the years to come.

Wishing you all the success as you aim for your breakthrough this year!

Coming changes (1 September 2022) that will impact us on the way we utilize our Medisave and Health Insurance to pay/def...
05/08/2022

Coming changes (1 September 2022) that will impact us on the way we utilize our Medisave and Health Insurance to pay/defray from cancer drugs.
Changes in my industry happens so very often, and we need to be aware of what is happening and understand how it affects us.
I'm not saying that you need to remember all the nitty gritty information. You just need to know enough to take action so you will not be impacted.
Which is why periodically reviewing of our financial portfolio is so crucial.

Do you agree?
If you are lazy to read all these information, then do get your financial adviser to update you.

Or contact me if you like to find out more on this changes, or require a review on your existing portfolio.

https://www.straitstimes.com/singapore/health/what-you-need-to-know-about-changes-to-cancer-treatment-insurance-coverage

Insurance will only cover effective and cost-effective drugs and treatments on a newly created Cancer Drug List. Read more at straitstimes.com.

Do you feel that everything is getting more and more expensive? 🥲'The highest 20 per cent household income group saw all...
27/07/2022

Do you feel that everything is getting more and more expensive? 🥲

'The highest 20 per cent household income group saw all-items inflation go up by 6 per cent year-on-year, SingStat said in a press release. Meanwhile, the middle 60 per cent and lowest 20 per cent experienced an increase of 4.9 per cent and 4.2 per cent respectively.'



The statistics are for the first half of 2022, taken on a year-on-year basis.

You are earning lesser every year if your annual increment is < 3.6%.If you save your money in your bank, it reduces 3.6...
23/06/2022

You are earning lesser every year if your annual increment is < 3.6%.

If you save your money in your bank, it reduces 3.6% in value every year, compounded.

You have to allocate the majority of them into proper financial tools to help you grow your wealth.



SINGAPORE: Singapore’s core inflation in May rose to its highest level since 2008, led by rising prices of food and utilities. Core inflation, which excludes accommodation and private transport costs, came in at 3.6 per cent year-on-year in May, up from a previous

Review your insurance portfolio and ensure that you have adequate coverage, so that your family will have lesser financi...
13/06/2022

Review your insurance portfolio and ensure that you have adequate coverage, so that your family will have lesser financial impact should anything happen.

Contact me if you need help to review your insurance portfolio.


The amount of coverage you need will have to take into account what you can afford and the number of dependants you have. Read more at straitstimes.com.

Many clients and friends texted me on this, so I thought to share this..You or your family members may have received thi...
27/04/2022

Many clients and friends texted me on this, so I thought to share this..

You or your family members may have received this SMS from CPF.

Not to worry so much..yet.

This means your ElderShield policy has transited to the CareShield policy.

You should also be receiving a letter to explain the same.

Drop me this text 'CSL' to find out what is it all about, how it affects you in future, and what options you have now.



SINGAPORE: An SMS sent to Central Provident Fund (CPF) members informing them that their ElderShield policy has been terminated is legitimate, said the CPF Board on Saturday (Apr 23). The agency was responding to CNA's queries after several recipients expressed concern on social media that the messa...

Have you set up your Supplementary Retirement Scheme (SRS) account?You should! Statutory Retirement Age will increase to...
15/11/2021

Have you set up your Supplementary Retirement Scheme (SRS) account?

You should! Statutory Retirement Age will increase to Age 63 next year (2022).

Those who have already set them up will not be affected by this coming change.
Do you know what is it all about?
Do you know the advantages of using this SRS scheme?

Contact me if you like a clearer explanation on how much Tax relief you can enjoy, while saving for your future needs!

https://www.channelnewsasia.com/singapore/ndr-2019-retirement-re-employment-age-cpf-contribution-866251

SINGAPORE: Singapore will raise the retirement age and re-employment age to 65 and 70 respectively by 2030, alongside increases in the Central Provident Fund (CPF) contribution rates for older workers.This, announced by Prime Minister Lee Hsien Loong on Sunday (Aug 18), comes after the Governme

Eldershield300/400, Careshield Life, bla bla bla.. Do you know what is going on? Do you sign up? Can you opt out? Or you...
15/10/2021

Eldershield300/400, Careshield Life, bla bla bla..

Do you know what is going on?
Do you sign up? Can you opt out?

Or you don't really care because it is from MOH? 😅
Long Term Care is one of the main component in Risk Management planning. It is important to know what is it and what are the options you have.
Look for your adviser to share with you, or drop me a message to find out more.



https://www.straitstimes.com/singapore/health/eligible-sporeans-prs-born-in-1979-or-earlier-can-join-careshield-life-from-nov-6?utm_campaign=stfb&utm_medium=social&utm_source=facebook&fbclid=IwAR30JtyY3atYhK5E4N8_u2lSkMSDzCldOPuSXCG4FYfNUp7PW3-g9Hha7MU

ElderShield 400 policyholders who were born in 1970 to 1979 will be automatically enrolled.. Read more at straitstimes.com.

'Its electricity retail operations will end on Nov 11 and customers' electricity supply will not be affected, iSwitch sa...
14/10/2021

'Its electricity retail operations will end on Nov 11 and customers' electricity supply will not be affected, iSwitch said.
From Nov 12, customers will have their accounts transferred to SP Group. '

Fortunately, consumers will not experience any downtime, and that they can choose to stick with SP, or have the option to switch.

Similarly, when an Insurance company in Singapore decides to cease/merge/sell their operations here, they will ensure business continuity is taken care of and ensure minimal impact to existing consumer's policies.

Another safety net for consumer's is the The Policy Owners’ Protection scheme by Life Insurance Association Singapore (LIA).



SINGAPORE: Electricity retailer iSwitch will soon cease operations due to "current electricity market conditions", said the company in an email to customers on Wednesday (Oct 13). Its electricity retail operations will end on Nov 11 and customers' electricity supply will not be affected, iS

Do you agree? Be it property, endowments, stocks and shares, alternative investments, it is important not to put all you...
13/10/2021

Do you agree?

Be it property, endowments, stocks and shares, alternative investments, it is important not to put all your eggs in one basket.

Diversification is key!

Always DYOR (do your own research), or seek professional advise if you have no time / not keen to research, but still want to make your money work for you.



https://www.straitstimes.com/business/invest/property-no-longer-the-best-retirement-investment-dbs-report?&utm_source=facebook&utm_medium=social-media&utm_campaign=addtoany&fbclid=IwAR0e508bLsB2p-rC4NbBvRsBL09JjUlfmzKkXFtwiQ5rL1VTHpfxCAwZVCE

New properties are smaller and more expensive, as property price growth outpaces income growth.. Read more at straitstimes.com.

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