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(65) 6373 8524

warren@aia.com.sg

Wealth Accumulation


A popular misconception about wealth accumulation is that it is a one-time event. On the contrary, it is a process that requires strategic and careful planning in order to yield successful results over time.

In Singapore, majority of our concerns involve medium- to long-term financial objectives such as being able to provide a good education for your children, purchasing a home, or retirement. Proper wealth accumulation planning can affect the outcome of all of these concerns.

As we go through our Discovery Process, we will help you determine a game plan that will allow you to generate your savings to achieve your various financial goals – be it being able to send your children to a school overseas, or having enough to retire soundly.

The cost of living is constantly on the rise and market conditions are volatile. Your personal needs and objectives may also change over time. As your Financial Services Consultants, we will work with you closely to determine an effective wealth accumulation strategy that can adapt to these ever-changing conditions.