GEN Financial Advisory

GEN Financial Advisory https://www.gen.com.sg/about/

GEN Financial Advisory is a financial advisory firm and exempt insurance broker licensed by MAS to provide advising on investment products and arranging of life policies.

Learning never stops at GEN.Today, we had the pleasure of hosting Janice Tee from Schroders for a market sharing session...
25/06/2026

Learning never stops at GEN.

Today, we had the pleasure of hosting Janice Tee from Schroders for a market sharing session with our team. The discussion explored key economic developments, market trends, and investment themes shaping today's investment landscape.

Sessions like these provide valuable opportunities to hear directly from industry experts, gain fresh perspectives, and exchange ideas on the factors influencing markets around the world.

A sincere thank you to Janice for sharing her expertise and insights with us. Staying connected with leading fund managers and market practitioners helps us continuously expand our knowledge, challenge our thinking, and remain informed in an ever-changing investment environment.

🎉 Swipe to the end for a limited-time 50% OFF Retirement Cashflow Review Service.🔗 Claim the promotion:gen.com.sg/annuit...
25/06/2026

🎉 Swipe to the end for a limited-time 50% OFF Retirement Cashflow Review Service.

🔗 Claim the promotion:
gen.com.sg/annuity

📖 Read the full article:
https://shorturl.at/MuJGY

24/06/2026

🇯🇵 What if the biggest threat to your retirement isn't a market crash—but running out of time?

Japan's "lost decades" remind us that markets don't always recover on our schedule. For those approaching retirement, that risk can be just as important as volatility itself.

In his latest article, Leon explores:

📉 Why sequence risk matters
🌎 Why diversification is about protection, not just returns
💰 Why retirement planning should focus on resilience and sustainable income

Because retirement isn't just about building wealth.

It's about making sure your income can survive uncertainty.

📖 Scan the QR code or click the link below to read the full article:
https://shorturl.at/p32qt

22/06/2026

💭 What if the most important number in retirement isn't your CPF balance?

Many people know how much they've saved.

Far fewer know how much their lifestyle actually costs.

According to Leon, this gap may explain why two people with similar retirement resources can experience very different retirements.

In his latest article, he shares why retirement planning should involve more than income projections and investment returns. Drawing from decades of managing both corporate and personal expenses, Leon explains why clarity over spending can provide something equally valuable:

Confidence.

📖 Scan the QR code or use the link to read the full article:
https://shorturl.at/seW9Z

Happy Father’s Day 2026 from all of us at GEN🥳Today, we celebrate and honor all fathers and father figures who play an i...
21/06/2026

Happy Father’s Day 2026 from all of us at GEN🥳

Today, we celebrate and honor all fathers and father figures who play an important role in shaping families, guiding the next generation, and leading with strength, patience, and quiet dedication.

Your support, sacrifices, and everyday actions create a lasting impact that carries through generations.

At GEN, we recognize the importance of family, values, and connection, and today we take a moment to express our appreciation for all dads who continue to inspire those around them.

Thank you for your love, leadership, and unwavering presence 🤍

Happy Father’s Day 👔

20/06/2026

GEN Day 2026 wrapped up with a relaxing beach finale, where the team came together to unwind, recharge, and enjoy meaningful time outside the workplace.

After a full day of community outreach and company celebrations, we ended on a high note with beachside bonding, team games, and plenty of laughter. It was a simple yet powerful reminder of the importance of connection, wellbeing, and shared experiences beyond work.

From fun activities to laid-back conversations by the sea, the day reinforced what GEN Day is all about—building a strong, connected, and engaged team culture.

18/06/2026

GEN Day 2026 Part 2 continues at J65✨ with a meaningful company lunch filled with appreciation, connection, and celebration.

After a rewarding morning of community outreach, our team gathered to enjoy a well-deserved buffet lunch, strengthening bonds and celebrating teamwork.

A special highlight was honouring 3 dedicated colleagues for their incredible 20 years of service with GEN 🎉👏 Their long-standing commitment, loyalty, and contributions have played a key role in our journey and success.

Moments like these reflect the heart of GEN Day—giving back to the community, appreciating our people, and building a strong company culture.

16/06/2026

GEN Day 2026 🎉

Earlier this month, we kicked off GEN Day with a meaningful visit to Charis Manor Nursing Home, spending quality time with the residents through bingo games, terrarium making, and heartfelt conversations.

Seeing the smiles, laughter, and enthusiasm from everyone involved reminded us of the importance of staying connected and giving back to the community, and the impact that small moments can create.

As part of the visit, we also donated over $1,000 worth of essential items to support the residents and the home.

Thank you to the team at Charis Manor for welcoming us. We're grateful for the opportunity to create meaningful memories and a lasting impact together.

Stay tuned for Part 2 as GEN Day activities continue!

Most high-income professionals in Singapore have a CPF strategy.But surprisingly, many still leave their SRS account unt...
10/06/2026

Most high-income professionals in Singapore have a CPF strategy.

But surprisingly, many still leave their SRS account untouched.

Some think it's too restrictive.
Some think they must contribute every year.
Others only see it as a tax-saving tool.

The reality? SRS is far more flexible than most people realise.

You decide when to contribute, how much to contribute, and when to stop. When used strategically, it can potentially become a valuable complement to CPF LIFE and help build an additional pool of retirement assets.

If you're in your peak earning years, it may be worth asking yourself:

Are you only planning up to age 55, or are you planning for the decades after?

Read the full article to learn more about the common misconceptions surrounding SRS and how it can fit into a long-term retirement strategy.

📖 Read here: https://www.gen.com.sg/retirement/the-age-55-blind-spot-why-many-high-income-professionals-manage-cpf-well-but-overlook-srs/

Imagine reaching retirement with a million-dollar portfolio...But still feeling afraid to spend your money.It sounds str...
10/06/2026

Imagine reaching retirement with a million-dollar portfolio...

But still feeling afraid to spend your money.

It sounds strange, but it's a challenge many retirees face. After spending decades saving and investing, switching from "building wealth" to "living off wealth" isn't always easy.

The fear of running out of money can be so strong that some retirees end up underspending and not fully enjoying the retirement they've worked so hard for.

So what's the solution?

Is retirement really about having a bigger nest egg, or is it about creating reliable income that gives you the confidence to enjoy life?

This article explores an important retirement planning question that more Singaporeans should be asking:

"How do you turn your retirement savings into income that can last for life?"

You'll also learn why some experts believe retirement is not an asset challenge, but an income challenge.

🎁 As part of National Annuity Awareness Month, there's a special offer for readers at the end of the article.

Read the article to the end to find out more and access the promotional code.

📖 Read the full article here: https://www.gen.com.sg/retirement/national-annuity-awareness-month-from-building-a-nest-egg-to-creating-retirement-income/

Address

168 Robinson Road, Capital Tower #13/03
Singapore
068912

Opening Hours

Monday 09:00 - 18:00
Tuesday 09:00 - 18:00
Wednesday 09:00 - 18:00
Thursday 09:00 - 18:00
Friday 09:00 - 17:00

Telephone

+6565898388

Website

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