SerenaKoh

SerenaKoh Wealth Manager The information provided is for general information only and
does not constitute financial advice.

While we have taken care to
check the source of the information, we cannot guarantee that
the information is accurate, complete or will suit your individual
financial needs. You are advised to seek professional assistance. Some of the contents pertain to information or services from a
person or company and is unrelated to Singlife Financial
Advisers Pte Ltd (“Singlife FA”). For the avoidance of doubt,
such information or services are not provided by Singlife FA
and is accordingly indicated.

💡 Many are not aware that trust is an important estate planning tool. A trust can allow you to have greater control over...
11/09/2022

💡 Many are not aware that trust is an important estate planning tool. A trust can allow you to have greater control over how you wish to pass on your wealth.

Hence, you may consider setting up a trust if you want to:
✅ Provide for a child who is a minor or has special needs
✅ Protect your assets from creditors
✅ Pass down a port of your estate to those you care for

Connect with me today if you would love to find out how you can include a trust in your estate plan.

Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd.

💍 Did you just get married recently? Are you planning to get married soon?Marriage is a life-changer in many ways. You a...
11/09/2022

💍 Did you just get married recently? Are you planning to get married soon?

Marriage is a life-changer in many ways. You are not only starting a new chapter with your better half, but you and your spouse will also have to discuss about how you would like to manage your finances.

⭐️This remarkable moment calls for a relook into your financial situation and to make adjustments where necessary.

Connect with me today and I will be glad to customise your plan according to your needs and wants.

Watch the video here to learn more: https://bit.ly/3d7BFrr

As we revel in the magical Mid-Autumn festival, may you and your loved ones enjoy blessings as bright as the full moon.H...
10/09/2022

As we revel in the magical Mid-Autumn festival, may you and your loved ones enjoy blessings as bright as the full moon.

Happy Mid-Autumn Festival.

Have you ever seen the meme “Friday, blink, Monday”? If work seems extra stressful right now, you might be able to relat...
08/09/2022

Have you ever seen the meme “Friday, blink, Monday”? If work seems extra stressful right now, you might be able to relate.

Your weekends might be too short for you to relax and recharge fully. There aren’t any rules to enjoying this short break, but there are ways to spend it so you feel rested and raring for the workweek ahead. For example, where do you go during the weekend? What do you do?

Recovery is crucial to prevent burnout and boost productivity. The weekend is your short respite to refresh your mind, calm your body, and feed your soul.

Read more: https://bit.ly/3uXci1E

Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd.

Have you ever thought about what mindset you need to achieve success? Do you wonder what secret recipe you must follow t...
08/09/2022

Have you ever thought about what mindset you need to achieve success? Do you wonder what secret recipe you must follow to reach lifelong goals?

A growth mindset might be the answer. Embracing a growth mindset means you thrive on challenges and constantly look to improve yourself. You have faith in hard work and that through sheer grit, you can accomplish big dreams in life.

Developing this mindset will help you overcome any roadblock that comes your way.

Read more: https://bit.ly/3S8DrII

Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd.

💡 What are the alternative income opportunities in times of volatility?As you progress along your Life Plan, it is impor...
07/09/2022

💡 What are the alternative income opportunities in times of volatility?

As you progress along your Life Plan, it is important to consider diverse ways of growing your wealth especially if you want to build a comfortable nest egg and leave a lasting legacy for your loved one.

💻 I would like to invite you to join us for this session where our speakers will share with you the income opportunities to look out for at this moment!

Speaker 1️⃣ Claudia Then, Aberdeen Fund House

Speaker 2️⃣ Markus Yang, Assistant Vice President

Date: 24 Sept 2022 (SAT)
Time: 10:00AM - 11:30AM SGT+8
Venue: Zoom

👉 Find out more - https://www.summitplannerscluster.com/campaigns/alternative-income-opportunity?code=0X856

According to the Retirement and Health Study, 7 in 10 elderly Singapore residents received cash allowances from loved on...
06/09/2022

According to the Retirement and Health Study, 7 in 10 elderly Singapore residents received cash allowances from loved ones.

Have you stopped and pondered what would happen to this allowance should the breadwinner pass on?

In Singapore, family is one of the key pillars of social support. Therefore, a regular distribution to your loved ones on a monthly basis will be an ideal way to plan your estate. This arrangement will also help reduce the likelihood of legal tussles and familial disputes.

Connect with me today to have a detailed discussion about your legacy planning needs.

Source: https://bit.ly/3vsfTEX

Did you know business liability could eat into a business owner's personal assets?Business owners who have acted as guar...
04/09/2022

Did you know business liability could eat into a business owner's personal assets?

Business owners who have acted as guarantors to the company's debts must protect their loved ones by implementing Credit Protection Planning. It is also a responsible approach to protect your personal assets from business creditors.

With Credit Protection insurance put in place to provide the funds necessary to settle the credit facilities, it is a win-win situation for the company and the guarantor. To the company, the insurance proceeds will put itself in a better position financially and at the same time eliminate the most important threat of adverse liquidity. To the deceased guarantor, the insurance proceeds will discharge the guarantor's responsibility and protect his personal estate.

Connect with me today to find out more about how you can protect your business against the risk of unexpected events.

Have you ever sat down and wondered whether you are on the right career path?Each job has its own pros and cons, and ult...
04/09/2022

Have you ever sat down and wondered whether you are on the right career path?

Each job has its own pros and cons, and ultimately, the ideal job is all about finding a role that allows you to merge your passion and purpose with your work while still addressing your needs at the moment.

Finding a job that aligns with your passion and purpose can allow you to reach greater heights in your career, offer better job happiness and satisfaction, and improve your outlook and disposition in life.

Feel free to connect with me today and let me help you understand how you can build a purpose-driven business and a resilient career with us.

Source: https://bit.ly/3BkLbBw

Talking about money with parents can be difficult for many children.Imagine adding retirement and legacy planning to the...
03/09/2022

Talking about money with parents can be difficult for many children.

Imagine adding retirement and legacy planning to the picture - how and where can you start this topic?

One way to start the conversation is to be open about your financial situation. Think of them as the pillars of wisdom they always have been and ask them for advice. Your parents will likely reciprocate your honesty by sharing their plans with you. From there, you can focus on more important topics such as retirement planning and legacy planning matters.

Connect with me today to find out how I can assist you.

Here's to the unsung heroes and heroines of our educational system - the teachers.Happy teachers' day to all the brillia...
02/09/2022

Here's to the unsung heroes and heroines of our educational system - the teachers.

Happy teachers' day to all the brilliant minds behind the scenes who deserve our thanks every day.

We all have our own retirement dreams, but how do we make our dreams a reality? While your money has been growing steadi...
31/08/2022

We all have our own retirement dreams, but how do we make our dreams a reality? While your money has been growing steadily in your CPF accounts even in times of uncertainty, there’s more you can do.

Retirement may be an important milestone, but the journey we take to get there is just as important. While taking care of your current needs, you can also start saving for your future.

👣 Each step you take on this journey, no matter how small, can be a droplet and ripple into big waves.

Connect with me today and allow me to help you customise your Life Plan and maximise your retirement funds for your golden years. 👍

Source: https://bit.ly/3ODMNKB

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