Case Study 1
Alvin and Jessica, age 36 and 35 with a combined income of $7,000/month
Initial Plan
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To sell their 4rm HDB flat and buy a resale Executive Maisonette.
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AFTER A PLANNING SESSION WITH ME
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They upgraded to a 3 bedroom Condominium without using any of their savings,
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Maintain a CASH reserve of $120,000,
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With a clear asset progression road map planned for them, they are even thinking of investing in a second property next year
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Is It Possible To Upgrade Your House Comfortably Without Forking Out Extra Cash From Your Pocket, and Have A Good Amount of Spare Cash & Reserve Funds Created?
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With an income of $7K onwards, many home owners have UPGRADED to private properties without paying extra cash from their own pocket.
Do you wish to be like them?
What is Asset Progression?
A form of wealth management, whereby one's wealth is grown towards a more advanced state through carefully planned investments in properties.
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There are different ways and methods to approach property asset progression depending on the life stage a person is in and their unique circumstances
Objective of Asset Progression
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Build a strong safety net for your early retirement
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Create passive income with little or no extra financial commitment
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Achieve financial freedom for you and your family
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Expand your asset portfolio through rock solid property investment plans
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Leave a lasting legacy for your loved ones to benefit from
The end objective is to allow a person to build up a good retirement fund in his or her golden years through sound investment in properties
How is Asset Progression done?
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Taps on the law of inflation and power of leveraging
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Strategizing current situation so as to have more options at later stage of life
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Through the increase of personal net worth
Case Study 2
Bernard and Helen, age 40 and 37 with a combined income of $12,000/month
Initial Plan
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To sell their 5rm HDB flat and buy a Executive Condominium.
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AFTER A PLANNING SESSION WITH ME
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They upgraded to a 3 Bedroom Condominium and invested in a 1 Bedroom Condominium;
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Maintain a CASH reserve of $150,000,
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Now paying lesser than they would have if they had just upgraded from a 5rm HDB to just one condominium apartment, due to their passive income from rental!
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It is a long term plan that one has to follow very closely. It involves meticulous calculations and guidance.
Like all investments, the earlier you start, the more time it has to grow in value.
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Every client is unique and there are different strategies to deploy. To find out how we can help you obtain your goals,
I have to understand first your aspirations, your deployable assets and your financial situation.
Careful planning and meticulous financial calculations are crucial steps to achieving your dream lifestyle.
So for this to work, I will first have to access your profile before I am able to provide you a suitable strategy.
Only then, I can advise you further.
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IN OUR SHARING SESSION, I WILL PROVIDE YOU:
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An in-depth analysis to allow you to understand your financial position
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A 4-step financial calculation process, including additional costs like legal fees, cash outlay, stamp duty, etc.
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A CONSERVATIVE & ACHIEVABLE asset progression plan, allowing you to accumulate wealth earlier
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A property investment “roadmap” in planned phases
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How you can achieve HUGE potential upside from your properties and retire earlier
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The TOP 3 questions you NEED TO ask before investing in any property
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Insights and results from REAL LIFE cases!
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