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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

Accredited Investor, a term found in financial articles and reports, refer to an individual whose net personal assets are at least $2 million in value or whose income in the preceding 12 months is not less than $300,000. The term can also refer to a firm with net assets exceeding $10 million in value.
Because of […]

Here are three factors you should consider before investing:
1 Willingness to take risk or risk tolerance -
It is the amount of risk you are comfortable taking, or the degree of uncertainty you can handle. For example, if you can sleep soundly even when your investments are experiencing dramatic swings in value, you are considered […]

I summarised some key points from a financial planner who keyed in his points in planning financial planning. In the process, also added some of my points.
1. There are safer higher returns ways than to use fixed deposits
Almost everyone has a need for a safe place for cash. A low-risk investment unit trust that calls […]

The Capricorn or January effect refers to the tendency for stock prices to rise in the month of January. This is due to the result of investors opting to sell their stocks before the year-end in order to claim capital loss for tax purposes. This happens in countries such as the United States where individuals […]

Zurich Vista recently extended their new promotions and pays out up to 100% additional bonus units for Gold plan (min. $3200 per month). This will be valid if a person (investor) continues paying for 5 years the same amount. If the investor stops only after the inital contribution period 18 months, he can still continue […]

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