Wealth Accumulation Strategy and Preparing for your Retirement

Achieving financial freedom isn’t just about accumulating wealth — it’s about aligning your finances with the life you aspire to live.

Achieving financial freedom isn’t just about accumulating wealth — it’s about aligning your finances with the life you aspire to live, meeting not only essential needs but also enabling experiences that enrich your life, such as travel, wellness, and early retirement. 

This journey begins with understanding the Hierarchy of Financial Needs, progressing from basic financial security to self-actualisation through investments and passive income. Strategic planning ensures that each level — from emergency savings to lifestyle upgrades — is purposefully supported. 

Key financial pillars include:

● Power of compounding and Dollar Cost Averaging : How to grow your investment using DCA method

● Annuities & Life Annuity Products: Secure guaranteed lifetime income with annuities, providing peace of mind against longevity risk and ensuring consistent cash flow in later years.

● Wealth Accumulation: Learn how to effectively accumulate wealth through different instruments and diversify your risk  

Join us at this seminar on 24 Mar, Tue at 6pm where Mr. John Chang, Relationship Manager at Phillip Securities, will share insights on the above topics.

For enquiries, please call us at 68121522 or email us at amk@phillip.com.sg