Investing for beginners - Even if you've started
Event Information
Description
If investing is still not on your list of goals to fulfil this year, time to give it a real spot with other important goals in life. Luckily it's easier than ever to get started now thanks to digital technology. Our seminar will help you understand the basics of investing, why you should start investing, and how to meet your savings goals with regular investments, even if you're completely new to it. You'll also get financial planning tips to help you meet your protection, wealth accumulation and wealth preservation needs.
You will learn:
- Investing basics and how to determine your risk appetite
- Types of asset classes for your risk appetite and how to customise an investment portfolio
- Investment ideas if you're not sure what to invest in
- How to create your regular savings plan with as little as $100/month
- Financial planning for protection, wealth accumulation and wealth preversation
- Personal investing experiences from industry experts
- Practical investing tips for anyone
Programme
6:30 pm - Registration
7:00 pm - Why We Should Start Investing As Early As We Can by Dinesh Dayani, Co-founder of DollarsAndSense
7:30 pm - Investing Basics by Lau Kim Hui, Investment Consultant, dollarDEX
8:15 pm - Risk and Wealth Management - The Financial Pyramid by Eljin Lee, Manager, Aviva Affinity Channel
8:45 pm - Fireside Chat with Dinesh, Kim and Eljin
9:00 pm - End
** RSVP by 14 June **
LIMITED SEATS AVAILABLE
Speakers bio
Dinesh Dayani, Co-Founder, DollarsAndSense
Dinesh Dayani is a Co-Founder of leading personal finance website, DollarsAndSense.sg, that aims to write bite-sized and informative articles on savings, investing, insurance, property, policy-related matters, and other important topics that impact the personal financial lives of people in Singapore.
He is also a Co-Founder of DSquared Communication, a finance-focused communications agency.
Lau Kim Hui, Investment Consultant at dollarDEX
Kim has more than 7 years of investment advisory experience across various financial institutions and asset classes. Prior to this, he was a Relationship Manager with Citibank where he worked closely with High Net Worth Individuals to meet their investment goals.
Kim holds a First Class Honours in Banking & Finance from the University of London and is also a Registered Licensed Representative with the Monetary Authority of Singapore.
Eljin Lee, Manager, Aviva Affinity Channel
Eljin has served high net worth clients from wealth banking segment and years of experience in the financial industry. His career in sales team management spans across risk management, bancassurance, wealth accumulation to wealth preservation. He has an in-depth understanding of financial planning of needs-based approach, tailoring holistic portfolio management to address a diverse range of clients’ investment portfolio, long-term savings and protections needs in alignment with their time horizon and risk profile.
Questions? Email us at marketing@dollardex.com or call us at 6220 7890 (9 am to 5:30 pm, Mondays-Fridays).
Organiser dollarDEX (Aviva)
Organiser of Investing for beginners - Even if you've started
dollarDEX was founded in 1999, with the aim of offering affordable investing for everyone. You incur zero fees when you invest with us and can choose from a wide variety of funds on our platform. We are 100% fully-owned, direct to consumer platform of Aviva, one of the largest insurance companies in the world with more than 300 years of history. Aviva currently helps 33 million customers save for the future and manage the risks of everyday life, with strong businesses in 16 markets in the UK, Europe, Asia and Canada. So we give you peace of mind along with no fees for your unit trust investments. dollarDEX manages about SGD$640 million of investors' money.
dollarDEX is a trademark owned by Navigator Investment Services Ltd. Based in Singapore, Navigator Investment Services Ltd is a firm licensed by the Monetary Authority of Singapore (MAS) and is a subsidiary of Aviva Group Holdings Limited.