JEREMIAH LI

Hey there! Financial planning can be a real pain, am I right? Retirement, investments, taxes, insurance – it’s enough to make anyone’s head spin! That’s where I come in. I’m a financial advisor specialising in holistic planning, which means I look at your entire financial situation.

I have come across many people who did not plan well during the early stages of life resulting in them being chained to their current employment to continue paying off their debts even up to their  old age. It struck me then, how important financial planning is.

With so many factors to consider such as retirement planning, CPF,  investments, tax planning, insurance, and estate planning, it can be challenging to navigate the financial landscape alone. This is where my expertise as a financial advisor who plans holistically can be invaluable. Holistic financial planning is a comprehensive approach that considers all aspects of an individual’s financial situation, including their goals, values, and lifestyle. It looks beyond just the numbers and considers the individual, incorporating their personal and professional aspirations, family dynamics, and overall vision for their life.

I understand the importance of creating a personalised plan that aligns with each family’s unique circumstances. With expertise in areas such as retirement planning, tax strategies, investment management, and risk management, my goal is to provide comprehensive guidance and support to my clients as they navigate the complexities of their financial lives while bringing forward the option to retire by 3-5 years.

By taking a holistic approach to financial planning, my clients can have peace of mind knowing that their financial future is in good hands. 

If you are looking for a financial advisor who can provide comprehensive guidance and support in all aspects of your financial life, please do not hesitate to contact me to learn more about my services.