Ng Chun Jie - Financial and Estate Planning

Ng Chun Jie - Financial and Estate Planning Financial Planning, Asset Protection, Asset Accumulation, Education Planning, Retirement Planning, L Hi.

My name is Chun Jie, more commonly known as CJ by my peers. I’m a millennial born in the 1980s going through the same typical milestones in life just like our parents, friends or anyone else in the streets! Being a financial consultant myself, I wish to use this page to share useful information which I believe will be beneficial to anyone interested in proper financial planning; be it fresh gradua

tes who just enter the workforce, young couples who are about to settle down, newly-wed who are going to start a new family or successful professionals who are planning for their retirement. Through my years of experiences in the industry and real life sharing by clients, I hope this platform will correct the undesirable habits which may otherwise lead to disastrous consequences in the future and emulate the correct habits in life. Believing that life is beautiful and is meant to be celebrated! With sound financial planning, financial freedom is achievable!

CPF plays an integral part in our retirement. Make good use of it to facilitate your retirement goal.
05/01/2023

CPF plays an integral part in our retirement. Make good use of it to facilitate your retirement goal.

10 financial tips to kickstart 2023 right!
01/01/2023

10 financial tips to kickstart 2023 right!

A Will ensure a smooth transfer of assets according to a person’s wishes when he/she passes on. This can help to minimis...
22/08/2022

A Will ensure a smooth transfer of assets according to a person’s wishes when he/she passes on. This can help to minimise potential conflicts among the family members and the administering of the deceased assets can be less costly.

I agree with Mabel's advice on getting a life insurance to form part of estate planning.

Take note of the upcoming changes to cancer treatment coverage for medishield life in September and integrated shield pl...
27/06/2022

Take note of the upcoming changes to cancer treatment coverage for medishield life in September and integrated shield plans in April 2023.

One is never too young to insure himself.
18/06/2022

One is never too young to insure himself.

Hospitalisation coverage for cancer drugs will soon be limited to those under the cancer drug list that are approved by ...
11/06/2022

Hospitalisation coverage for cancer drugs will soon be limited to those under the cancer drug list that are approved by the authorities.

This imply that the claimable amount from medishield life and integrated shield plan may not be as comprehensive as off label cancer drugs will not be claimable in time to come.

You may want to speak to your financial planner to ensure that you are sufficiently covered for critical illnesses which can act as a lifeline to bridge the gap in coverage from your medishield life and integrated shield plan.

A lot of people may not realise it, how true it is as the writer put it:“Insurance is an investment, not a liability. Th...
08/05/2022

A lot of people may not realise it, how true it is as the writer put it:
“Insurance is an investment, not a liability.
The peace of mind it gives is priceless and definitely more valuable than any luxury purchase.”

Given that the US federal reserve is expected to continue with further rate hikes for the rest of the year to curb infla...
07/05/2022

Given that the US federal reserve is expected to continue with further rate hikes for the rest of the year to curb inflation, rates for home loans in Singapore will continue to soar further.

Home owners may want to consider repricing or refinancing their home loans before the rates surge further.

Speak to a qualified mortgage consultant on this.

To all my friends and clients who have chosen me as your trusted financial advisor,Having you on this financial journey ...
01/05/2022

To all my friends and clients who have chosen me as your trusted financial advisor,

Having you on this financial journey means the world to me. I’m beyond grateful for your trust and support.

Thank you!

Inflation is soaring. It is important to budget your expenses well and save/spend wisely.
18/04/2022

Inflation is soaring. It is important to budget your expenses well and save/spend wisely.

Eternally grateful to my clients and friends for trusting me with their financial portfolio.
13/04/2022

Eternally grateful to my clients and friends for trusting me with their financial portfolio.

This explains the importance of having an integrated shield plan that covers the private hospitals.It provides the patie...
22/03/2022

This explains the importance of having an integrated shield plan that covers the private hospitals.

It provides the patient with an option to seek treatment more promptly in a private hospital for severe medical condition where any delay can be life threatening when the public hospitals are full, and the waiting time is long.

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