Crowdfunding has gained increasing prominence in recent years. Just as how TripAdvisor uses reviews by tourists to garner data to compile rankings of hotels and places of interest, and how Uber depends on private car owners to provide a. ... (more)
Founder of Client-Owned Adviser®
A Holistic, Independent & Dedicated Adviser who is Truly Your Own.
Provide an Open & Holistic Platform to Research & Develop Wealth Strategies to Educate & Empower Every Client.
To Raise the Professionalism of Wealth Advisers higher than that of Doctors and Lawyers through the Noble and Solemn Duty to Feel, Think and Act in the Best Interest of Clients No Matter What.
My husband and I attended a baby seminar which also provided information on financial planning. After listening to the talk, we decided that we needed someone to assist us on certain financial matters.
How did Shawn Yap help you?
Shawn was very helpful in providing all the different financial products from various companies, making comparisons for us and explaining the pros and cons, like a one stop service.
Yes definitely. Shawn ensured that it was within our financial means when we selected the different financial products for our needs.
Provided comparison of the various products from different companies.
2 events that required some useful advice:
a) marriage: concerned with amount of coverage for myself once I start my new family with my spouse and future children. needed advice for CPF investment as well.
b) parents' retirement planning: concerned with their existing insurances coverage, especially hospitalisation and medical, and whether they have enough savings and are adequately protected to live comfortably for the next 10 to 20 years
How did Shawn Yap help you?
A thorough comparison between similar/better products than my current portfolio, allowing me to get better coverage without spending too much.
Broadens my knowledge on insurance products and applying the correct decision making factors when selecting a product. Recommendations were suitable and is in line with my goals.
Fee1.) Single Layer (no double compensation)
a.) Fee can be reduced or waived with product implementation.
b.) Commission can be used to reduce or waive fee.
2.) Type of Advice
a.) Holistic (Comprehensive)
b.) Modular (Retirement, Insurance, Investment, Will, Property, etc)
c.) Product (Analysis & Comparison)
3.) Subsequent Services
a.) Product Support
b.) Ongoing Advice
Please contact me for a complimentary discussion on the details.
hi, I would like to buy early critical illness plan. I am consider taking whole life with early CI. Is prudential multipler flexi vs Aviva my whole life plan better? What is the premium yearly for female non smoker 35 years for the prudential ... (more)
With the end of the 12-month premium freeze, some Integrated Shield Plan (IP) insurers are set to raise their premiums for next year amid increasing medical costs and higher claims. Healthcare costs are expected to continue its uptrend. ... (more)
Certified Financial Planner (CFP®)
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States. In Singapore, the CFP designation is licensed by the Financial Planning Association of Singapore (FPAS). To receive the CFP designation, financial planners must undertake courses and pass exams for financial, tax, retirement, estate, investment, and retirement planning.
Associate Estate Planning Practitioner (AEPP®)
Holders of the Associate Estate Planning Practitioner (AEPP®) designation are familiar with the tools of estate planning - wills, trusts, powers of attorney, offshore companies, and business succession. In addition, AEPPs must complete case studies on legacy planning, inheritance, dynastic succession, and wealth missions and regeneration.