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Market Review 2010 & Global Outlook 2011 by Isaac Low, Head, Investment Advisory/Principal Partner Another year has played out in the aftermath of 2008's global financial crisis. It was better than expected, reports Isaac Low, First Principal's Head of Investment Advisory. Some potential minefields were averted, while others, such as the weather and political tensions, were cause for concern. However, 2011 appears to be looking up with potential upside for the financial markets. |
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Retirement Planning: When Do We Start Planning For It? by Lucy Ding, Adviser, Personal Financial Services "The older person we will be in the future, starts from the decisions we make as the younger person we are today", says Lucy Ding, Financial Advisory representative at First Principal. It’s never too early to plan for retirement and Lucy presents several illustrations on the benefits of compounding interest when one makes an early head start in saving and investing for retirement. |
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Supplementary Retirement Scheme (SRS): Potential Tax Problems Arising From Contributions by Alvin Fong, Senior Adviser, Personal Financial Services In the follow-up article on SRS, Alvin Fong highlights the efficiencies of this tax deferral scheme and also the potential pitfalls when too much is left in the account upon retirement age. One needs to balance the time value of money on the deferment of taxes against contributions made into the SRS account. |
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Medical Insurance Coverage: Various Types And Plans by Jeanette Goh, Adviser, Personal Financial Services Complete medical insurance coverage encompasses a range of medical and healthcare plans. Jeanette Goh outlines the necessity, features and benefits of each of these varying plans, for your timely consideration. |
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First Principal Financial was founded in 1997, to provide the public with independent financial advice through well trained, experienced and dedicated professionals. Our founders have been in the financial services industry since the 1980s. As an independent financial advisory (IFA), we act in the sole interest of our clients and choice is never an issue. Our extensive network of investment groups, fund managers, life and general insurance companies, banks and private banking groups, place us in a unique position to customise and provide the most appropriate plans that serve your best interest. We provide advice, financial products and services to individuals and businesses in the areas of investment, insurance, estate distribution, retirement, taxation, mortgage loans, business continuation, corporate pension plans, employee benefits, and general insurance brokering. |
The first local IFA to venture into the regional markets, First Principal also developed the first-of-its-kind, real-time, internet database, end-to-end application, an in-house Financial Planning Application, an Investment Advisory Service (IAS) asset allocation model, and an in-house funds settlement system. Such proprietary systems allow our advisers to monitor and manage their clients’ financial accounts in a manner rarely found elsewhere. For more information about the Company, please visit our website at www.firstprincipal.com. At First Principal, we place great emphasis in knowing you. We work hard on nurturing lasting relationships built on trust and reliability. A deep understanding of your financial issues is of paramount importance to us. For sound and impartial advice, talk to us. We are always on your side. |
First Principal Financial Pte Ltd |
