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Ronald

In Touch

A Monthly Curated Newsletter

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

Retirement Date Risk And Sequence Of Returns

Sequence of returns risk is a commonly cited risk for retirees, but an accumulator also faces sequence of returns risk in the form of retirement date risk!

 
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Key to retirement planning: Don't panic

It can be hard to live within your means after retiring, so make your extra funds work harder.

 
read more
 

Children and Retirement

 
view video
 
 
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I hope you have enjoyed this issue of my InTouch newsletter. Do feel free to contact me if I can be of service to you and your friends
 
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Testimonials and Referral Notes

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Rajesh - Manager @ Singtel

I had the pleasure of working with Ronald on my financial planning journey, and I couldn't be more impressed. He is truly client-oriented, always putting my needs and goals first. His responsiveness and ability to deliver on time gave me peace of mind throughout the process. What sets Ronald apart is his dedication to adding value at every step, going above and beyond to ensure I had a clear understanding of my options and the confidence to make informed decisions. Moreover, he is an exceptional listener, taking the time to understand my concerns and preferences before offering tailored solutions. I highly recommend Ronald to anyone seeking a partner they can trust.

Dan Ler, Real Estate Rep @ ERA

Received very professional advice from Ronald, with regards to protecting my clients assets against inflation and sudden death. He has been a very crucial part of the closing of my 2 units in Pasir Ris and Loyang

Alex, Manager

I have worked with Ronald for many years on our investments and retirement planning. I was very impressed with his trustworthiness, client-orientation, and value-added services. Ronald is very trustworthy and put my interests first throughout the entire process. He took the time to understand my financial goals and concerns, and he made sure to explain all of the options to me in a clear and concise way. I felt confident that I could trust Ronald to make the best decisions for my financial future. Ronald is also very client-oriented. He was always available to answer my questions and he went above and beyond to help me understand my financial situation. He was also very patient with me, even when I was asking a lot of questions. Finally, Ronald provided me with a lot of value-added services. He helped me to identify opportunities where I could invest my money, and he also helped me to create an investment plan that would help me to achieve my retirement goals. I am confident that I am in a much better financial position now thanks to Ronald.

James Thng - Team Lead @ Chemicrete Enterprise Pte Ltd

"you only need these essential set of insurance, that's all" always said by Ronald, he has enlightened me what are the key and only risk management we need. and i can finally focus on building my wealth for passive income

David - Engineer

I want to express my gratitude to Ronald. He excels in staying up-to-date on financial trends and consistently provides value-added services that have significantly enhanced my financial journey. Ronald is not only knowledgeable about the latest market trends but also incorporates this awareness into our discussions, helping me navigate opportunities and risks effectively. Beyond traditional advice, he delivers insightful analyses and personalized recommendations, adding substantial value to my financial decisions.

Yani, F&B

I met Ronald for the first time in June, and I was very impressed with his professionalism. He was on time for our appointment and had a very organised introduction. He took the time to listen to my needs and goals, and he was able to explain the different financial options available to me in a clear and concise way. I felt like he was genuinely interested in helping me achieve my financial goals, and I would definitely recommend him to anyone looking for a financial advisor.