Category Wealth Management

Wealth management, financial planning, retirement insights, investment updates, and advisory articles by Cheng & Co Group.

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Single But Not Care Free

Michael (not his real name), 36, is a manager in a multinational company. He is single and has been with the company for more than 12 years. The problem is, he has been unable to save his income. He has no idea where his money goes and, one fine day, decided to seek my advice.

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Retirement Life Goal – Analysis And Assessment Process

RETIREMENT LIFE GOAL – THE ANALYSIS AND ASSESSMENT PROCESS The Life Goals Analysis is a tool that allows you to identify if you are on track to achieve your personal goals and objectives. The analysis provides a snapshot of your…

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1 Plan for Life (1P4L): Protecting You Come What May

1 Plan for Life (1P4L): Protecting You Come What May “If a child, a spouse, a life partner, or a parent depends on you and your income, you need life insurance.” Suze Orman Mention life insurance to just about anyone…

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CCRM Group Medical COMBO Plan: Addressing The High Premium Conundrum

CCRM Group Medical COMBO Plan: Addressing The High Premium Conundrum Today’s Business Dilemma Rising operating costs are a big concern for businesses, particularly the small and medium-sized enterprises (SMEs). It’s seen as one of the biggest challenges yet in recent…