Lim Swee Yan

14/11/2022

Hello!

With the further easing of community measures, we are pleased to announce that we will be holding a face-to-face seminar! We have invited our partner, Redbrick once again based on popular demand.

This is an exclusive event in respect of Singapore's new cooling measures for the property market.

Join us in conversation as our guest speaker shares enlightening topics that resonate with property owners and investors.

Some interesting topics include:
1) The different ways of unlocking value from your property amidst the new cooling measures.
2) Is it still a good time for refinancing?
3) What should be taken into consideration if you are looking to purchase a 2nd property as an investment.

You can take this opportunity to understand about other viable investment options aside from real estate investing.

Date & Time
Wednesday, 16 November 2022, 07:00 pm - 09:00 pm (GMT +08:00)

Venue
20 Collyer Quay, #01-02, Singapore 049319

Do let me know if you are keen!

05/05/2022

Are you in the course of planning for your retirement already? If you are, you may want to check if you have considered areas like having an income safety net, long-term care funding and estate planning. Early and careful retirement planning helps you to avoid having any regrets during your retirement years.

Most people underestimate the importance of a retirement plan. As such, many retirees ended up not having enough savings for a comfortable retirement and worst, they could not afford their unpreventable medical bills.

To help you with your retirement planning, here’s an interesting article that shares the challenges and regrets of most retirees in Singapore. So, Is Your Retirement Plan Really Ready? Feel free to share this article with the people around you as the saying goes; sharing is caring! Help your family and friends to better plan for their retirement.

18/04/2022

You may all roughly know about CPF and how it works. But when it comes to CPF policies, chances are you won’t know much about them until you reach a certain age or you start to contribute to your parents’ MediSave accounts.

The CPF Board is always consistently improving its services to help you better plan and prepare for retirement. Have you heard about the 6 new changes to the CPF system in 2022? The changes were announced in November 2021 by the Ministry of Manpower (MOM). If you are still in the dark, it’s high time you keep your eyes peeled!

Here’s a summary of the 6 Changes to CPF in 2022. Feel free to share it with the people around you as the saying goes; sharing is caring! Help people to know more about CPF and its policies so everyone can manage CPF funds wisely.

13/04/2022

The last day for e-filing (18 April) is just around the corner. Have you claimed all your eligible tax reliefs? It’s time to do a final check!

Being aware of your eligibility for tax reliefs and deductions helps you to reduce your tax payments and as a result, you save money. Tax reliefs are made available by the government to recognize your contributions to the nation’s most important social objectives like starting a family and saving for your own retirement.

Here are 6 Types Of Tax Reliefs that you may be eligible for. Feel free to share this material with the people around you as the saying goes; sharing is caring! Help your friends to reduce their tax payments today.

07/12/2021

Many people have been asking me , since the launch of CareShield Life by the government in October 2020, you may have come across ample questions from your clients and the people around you regarding the long-term care insurance scheme.

Some common queries may include; ‘What is CareShield Life?’, ‘Why do we need it?’, ‘How is it Important?’ and the list goes on. To support you in your course to provide helpful information about CareShield Life to your clients and the people around you, here is an informative article for you!

Feel free to share it around to help address the CareShield related questions of as many people as possible. Let’s do our part today to promote awareness on the great importance of this long-term care insurance scheme.

08/10/2021

It has been like ages since i posted something on my Facebook business page. Today marks the day that i will start my Final Sprint till 31 Dec this year.

In case, you are wondering why i posted this picture of myself so suddenly and randomly, obviously for those who are close to me , i look far from this now but it is a daily reminder for me to start looking like this soon as i have to clear my IPPT by end of this year.

For my beloved clients, friends and colleagues, Sweemando is finally back from days of inactivity.

Cheers to all who are running Final Sprint, let's clear it strong together!

03/12/2020

Sometimes when I meet potential clients or friends, some of them will share with me how they can't seem to be able to save. Every time there's a small surplus in their account, they'd want to buy something or go for a holiday. One of the key aspects of what I do, is to inculcate good financial habits for people I meet. Even if it means not "selling" them anything, but instead tracking their expenditure, being their accountability buddy to help them save consistently, and just building their habit to use their money wisely. Yes, i might not get "paid" by doing this... but the fact that I get to help them help themselves, is already a good enough remuneration in itself!

This communications director has next-to-nothing in her bank account and is tens of thousands of dollars in debt. She wants to get her act together.

01/12/2020

I have clients who ask me "What can you do to maximise your CPF returns after turning 55? Should you take it out or keep it inside?"

Here is an article where you can find out more!

The usefulness of CPF does not end when we turn 55, instead we have more options to optimise our CPF account balances.

09/11/2020

Many of my clients have been asking me: "Swee, what happens if Biden or Trump gets elected as President of US?"

For those keen on finding out, join me in this webinar to hear from Franklin Templeton on the key implications and market impact of the U.S. election results. Amidst the uncertainties and changes, market and economic growth will continue to be driven by corporate fundamentals, and there remains opportunities to tap on in the U.S. equity. As we leverage on research to focus on high-quality investments. we can be positioned in key sectors poised to emerge stronger as full cycle winners.