Personal Finance Essentials with DollarsandSense, Seedly, and StashAway

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60 Anson Rd, Mapletree Anson Building

WeWork Anson, Level 17

Singapore, Singapore 079914

Singapore

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Join Dinesh Dayani, Co-Founder of DollarsandSense, Kenneth Lou, CEO and Co-Founder of Seedly, and Michele Ferrario, CEO and Co-Founder of StashAway as they share their personal financial strategies, and answer your personal finance questions. They will discuss why financial planning is important to start as early as possible, how you can go about creating your own financial strategy, and how you can confidently start taking charge of your finances and financial future.


Here’s what they’ll cover:

  • Budgeting: How do you assess your current financial standing and the budget you need going forward to meet your financial and life goals? How can you build a budget that takes into account for current living expenses, your savings needs, your current income, insurance, investing.?

  • Financial Goal-setting: How to put a dollar value on your goals and how you can create a saving and investing plan to reach those goals. - The panelists will share how they structure their monthly expenses budgets so they can reach their financial goals.

  • Financial Safety Nets: What are the cost-effective safety nets you should set up for yourself and your family (emergency funds, insurance: what are the “must-haves” and “good to have”, wills)? anecdotal advice from the panelists.

  • Investing Basics: How should you structure your portfolio to meet your life goals? They’ll touch on the fundamental do’s and don’ts so that you can make investment decisions with confidence.



Kenneth Lou, Co-Founder and CEO of Seedly

Kenneth Lou is the Co-founder and CEO of Seedly. He believes in helping others make smarter financial decisions through Seedly, a one stop platform to help users manage and learn about personal finances together.


Dinesh Dayani, Co-Founder of DollarsAndSense.sg

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 and policy-related matters, as well as other important topics that impact the personal financial lives of people in Singapore.


Michele Ferrario, Co-founder and CEO of StashAway

Michele spent half of his career in and around financial services, as a consultant to large financial institutions at McKinsey & Co., and then as a Private Equity investor. He then spent the second part of his career building consumer internet companies, most recently as Group CEO of ZALORA, where he was responsible for it growing 15x and becoming the undisputed leader in the market.

Michele holds an MBA from Columbia Business School and in 2016 was invited by Singapore’s Minister of Finance to be a member of the Singapore's Committee for the Future of the Economy.



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About StashAway

StashAway is a digital wealth management platform for both retail and accredited investors. Its technology delivers automated, personalised portfolio management for each client's individual portfolios. Its risk-management investment strategy, ERAA® (Economic Regime-based Asset Allocation), is designed to maximise clients' long-term returns while keeping each individual customer's specific risk exposure constant through changing economic cycles.

StashAway offers its service with no lock-up period, flexible deposits and withdrawals, and annual management fees between 0.2% and 0.8%.

StashAway was founded in Singapore, and operates in Singapore and Malaysia. StashAway has a Capital Market Services License for Retail Fund Management from the Monetary Authority of Singapore, and a Capital Market Services License for Retail Fund Management from Securities Commission Malaysia.

www.stashaway.sg


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Date and Time

Location

60 Anson Rd, Mapletree Anson Building

WeWork Anson, Level 17

Singapore, Singapore 079914

Singapore

View Map

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