Our 3-steps Framework Aims To Provide You a Sound Financial Plan That Protects Your Financial Well-being for Life.
Are you concerned that you might be spending too much?
We understand that it might be hard to control expenditures. Your concerns are our priorities and we aim to work with you to implement disciplined financial plans that help you to achieve your financial goals.
What are you paying for?
Many clients have a misconception that the more you pay means the more coverage you have. That’s why we're dedicated to lift the veil of confusion by implementing our 3 steps frameworks which aims to reduce your insurance cost and maximize your coverage.
When was the last time you spoke to or seen your financial consultant?
Are you wondering where is your financial consultant? Having access to your financial consultant in a timely manner is critical and we understand the frustrations when you can't find them. Our consultants are contactable 24/7 when you need them.
MASTERING YOUR FINANCES AND KNOWING WHO TO TURN TO FOR financial ADVICES CAN BE OVERWHELMING. BUT by working with us, YOU WILL BE ABLE TO PLAN WITH CLARITY BY GOING THROUGH THIS 3-steps framework.
No Matter Where You Are in Your Journey..
If you're not sure how to start with your own financial plan, we will create with you and bring you clarity and confidence with our 3-steps framework below
25 Years old & below
26-35 years old.
36-55 Years old & Beyond
FINANCIAL REVIEW
step 1
Where you are now and where you expect to be. We will answer the questions through a thorough financial review which aims to help you to gain clarity about your current financial situations and financial goals
CLARITY & RECOMMENDATIONS
step 2
When clarity is achieved, we will recommend suitable solutions based on your financial situations, financial needs and affordability to help you achieve your financial goals
REVIEWS AND UPDATE
step 3
We will provide you with regular updates and conduct periodic review to ensure that your financial plans are on track to achieve your financial goals. It's your dream, we're here to help you make it.
WHEN YOU PLAN WITH CLARITY, YOU CAN BE CONFIDENT THAT YOUR FINANCIAL FUTURE WILL BE WELL-PROTECTED IN GOOD TIMES OR BAD TIMES.
""I've subscribed to Plan With Clarity for about a year now. My portfolio has never been better.""
Here's what some of our clients say...
"I've gotten some of the best financial advices from Karen, literally life changing. You have to give her a try!"
Let the power of Compounding Interest do their thing and let time be by your side. Start small, start now with a savings plan you can depend on and watch your kids realise their full potential. "
- Wesley Sng, Founding Partner
Wesley Sng & Associates
An agency unit of Prudential Assurance Company Singapore (Pte) Ltd Reg No 199002477z