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My vision is to create a cohesive group for my family of financial planners to better serve our clients. You may wish to read more in our page “Why our Blog”

Coming from a person who is suffering from a mild genetic disorder, I have experienced the importance of how insurance has dramatically shaped my life. My mission is to share with you readers the importance of Retirement Planning, Risk management and Wealth Management before we ever live to regret our lack of planning.

No one wants to outlive their money. No one plans to fail. Let us not fail to plan. Should you have any query, please do not hesitate to drop me an email - asoongch@gmail.com, Mobile - 96667946. As a family of agents, we are committed to providing you the best value - Alvin Soong

Archive for the 'Investment and Reports' Category

New funds: China Reminbi Bonds and China A-share funds

Posted in Others / Lifestyle, Investment and Reports on August 25th, 2010 No Comments »

1) EXCLUSIVE China Reminbi Bonds and China A-share funds released for those who are interested for a long term and more sustaining returns
Min. USD $20K Launch date: 10th Aug to 9th Sept 2010 (see attached)
* Minimum investment […]

PIAS ties up stock opening account with DBS Vickers.

Posted in Others / Lifestyle, Investment and Reports on August 23rd, 2010 No Comments »

1) Opening Stocks Accounts and Special bonds
You might also heard of Capital-land Bonds (now closed) to us via the DBS Vickers Stock account opened specially to you. This is also opened only to institutions and now are opened to retail investors like us via our channels. (min amt is $250K […]

My 2 strategies on rebalancing investments

Posted in Investment and Reports on July 22nd, 2010 No Comments »

I was at the Phuket Conference recently to share with some of the attendees who are doing investments back in Malaysia. I realised they might not have strategies to do their investments rebalancing for their clients. It inspires me to write this short blog.
There are various ways to look at rebalancing one investments for my […]

Always Review, rebalance portfolios regularly and some feedbacks from the experts

Posted in Investment and Reports on July 11th, 2010 No Comments »

Despite the global equity sell-off in the first six months of the year, single country funds like Philippine, Indonesian, Thai and Malaysian equity funds turned in a stellar performance. For instance, the JF Philippine and Indonesia USD funds achieved 23.5 per cent and 22.4 per cent, respectively.
The internal process we have adopted as a financial […]

7 tips on investing despite the bear

Posted in Investment and Reports on May 3rd, 2010 No Comments »

A financial downturn presents opportunities for many investors and it does not require much money to start building up wealth. Here are some investment checklist.
Investing tip 1
It is better to remain focused and stay invested during volatile times and stick to your long-term investment strategy. An investor who panics and sells his investments when markets […]

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