Pre-Retirees · Ages 50+
The chapter ahead should be your best one. We help pre-retirees convert decades of saving into a structured, sustainable retirement — with a clear legacy plan for what comes after.
Retirement & Legacy Planning
Retirement isn't the end of planning — it's where everything you've built comes into focus. We make sure your wealth outlasts your working years and reaches the people who matter most.
Optimise your CPF LIFE payout, RA top-ups, and withdrawal timing. Get the most from every dollar you've contributed over 30 years.
How much do you need? We calculate a sustainable monthly income that lasts through your 70s, 80s, and beyond — stress-tested for inflation.
Wills, LPAs, CPF nominations, and trust structures. Ensure your assets go to whom you choose, with minimal tax and legal friction.
Shield, ElderShield, and CareShield Life reviews. Integrated Shield Plan optimisation. Plan for care costs before they arise.
Downsize, rent, or pass on — we model every property decision against your retirement income needs and legacy goals.
Shift from growth to income mode. Reduce risk, increase stability, and ensure your portfolio is positioned for the next 20–30 years.
Monthly · In-Person · Free
Our monthly in-person seminar covers everything that matters in the final stretch before retirement: CPF optimisation, estate planning, healthcare costs, sustainable withdrawal rates, and how to build a legacy that lasts. Limited to 20 participants to ensure quality discussion and individual attention from our wealth managers.
Seminar Agenda
Every seminar follows a structured agenda with breaks for Q&A and optional private consultations with our wealth managers.
Where do you stand today? We walk through the key numbers every pre-retiree should know.
CPF LIFE, OA to SA transfers, withdrawal strategies, and SRS — maximising every government benefit available to you.
Wills, LPAs, CPF nominations, and trust structures — ensuring your wishes are legally protected.
Integrated Shield Plans, CareShield Life, and long-term care financing — planning for the costs most people underestimate.
Open floor discussion and optional one-on-one sessions with our wealth managers. Book your slot in advance.
A Path Forward
Retirement planning is ultimately about what you build — not just for yourself, but for the people you love. We help you structure your assets, protect your wishes, and create a plan that endures beyond your working years.
Our next seminar has limited seats. Join us for a morning of practical, expert-led guidance on CPF, estate planning, healthcare, and building a retirement income that lasts — for free.