Plan how your capital
could support monthly income.
See what you hold.
See the costs before you decide.
Understand the risks.
Investments and the income from them can fall as well as rise. You may lose part or all of the amount invested. No investment income or retirement date is guaranteed.
Marcus Thng, Financial Adviser Representative
Infinity Financial Advisory Pte Ltd
MAS Representative No. TWM200166050
This advertisement has not been reviewed by the Monetary Authority of Singapore.
No investment income is guaranteed.
You worked for your money.
Now plan what it needs to do.
Tired of not knowing what you actually own?
You saved year after year.
Now you want to know how it could support you.
It is in too many places
Some in the bank.
Some in CPF.
Some in SRS.
A few funds.
An old policy.
It can be hard to see all of it at once.
You cannot see the income
Cash, CPF, SRS, policies and investments serve different purposes.
What comes in from each one?
What could change?
You carry the worry
You watch the news.
You decide what to buy and sell.
You want someone to help you review the full picture.
We review it.
You see the whole picture.
One representative helps you review it.
We discuss options that could support retirement income.
You decide whether to proceed.
Derisk
We look for where too much may ride on one thing.
Then we discuss ways to reduce that risk.
Investment risk remains.
Diversify
We discuss how spreading it out may fit your needs.
Your risk profile matters.
Diversification does not prevent loss.
Delegate
We discuss what ongoing support could cover.
The scope and costs are agreed before you proceed.
We call this review Total Management.
Bring the full picture together.
Then decide what to do next.
See what you have.
And what you may need.
Your accounts.
Your policies.
Your investments.
Your monthly spending.
The review starts with your own numbers.
We look at the role each holding could play.
The risks and costs matter too.
Income from investments can fall or stop. Investment values can fall, and you may lose part or all of the amount invested. A review does not guarantee an income or a retirement date.
Start with what
you already have.
What you hold
Bring a summary of the accounts, policies and investments you choose to discuss.
What you need
Talk through your spending, existing income and plans for retirement.
What you can accept
Discuss the risks and costs before deciding on any next step.
Why I do this.
I did not grow up with money.
There was none spare for university.
Polytechnic, then straight to work.
My father worked until the day he died.
That is why I do this.
Retirement takes planning.
That is the whole job.
MAS Representative No. TWM200166050.
Can you see
the whole thing?
Some accounts are at the bank.
Some policies are with an insurer.
CPF and SRS may be part of the picture too.
It can be hard to see all of it at once.
That is not carelessness.
A consolidated review can help you see the full picture.
It is harder to structure what you cannot see.
This is not for everyone.
This review is for Singaporeans aged 50 and above
with S$500,000 or more to discuss.
If any of these is you, this may not be the right review.
- ×You hold less than S$500,000. This campaign is aimed at a different starting point.
- ×You want to pick your own positions and stay hands on.
- ×You are looking to double your money quickly.
- ×You want a figure quoted before anyone has seen your situation.
Your Money Map.
Starts with the full picture.
One view.
The accounts and assets you choose to discuss.
And the role each could play.
- 1Book a first retirement review
- 2Bring a summary of what you hold and what you need
- 3Review the full picture with Marcus
Money Map requests and WhatsApp delivery are not available through this website yet. You can use the calendar to request a first review. The calendar sends booking details through LeadConnector. Please read the Privacy Policy and the calendar's privacy and consent information before submitting details.
MAS Representative No. TWM200166050.
The questions people ask
How much would I get each month?
That depends on what you hold and how much risk you are willing to take. A meaningful figure depends on reviewing your numbers.
Income can fall or stop. Any options need to fit your needs and the risks you can accept.
Is the income guaranteed?
No. It is not a deposit and it is not guaranteed. The value of investments can fall as well as rise, and you can get back less than you put in.
Derisk and diversify describe reviewing concentration and spreading risk. They do not remove investment risk.
What does it cost?
The first session is free.
Any fees, charges and remuneration will be disclosed before you decide whether to proceed.
What happens after the session?
The first session is a review of the information you choose to discuss. You decide whether to go further.
Before you proceed with a recommendation, its risks, costs and terms will be explained.
If you are any good, why advertise?
Because this campaign lets people outside our existing network learn about the review.
This review is for people who want to bring their retirement picture together.
I already have someone at my bank.
You can still book if you already have a banking or advisory relationship.
A review can bring the information you provide about your accounts, CPF, SRS, policies and investments into one view.
Do I have to move anything?
No commitment to move assets is required for the first review.
Knowing where you stand is worth having on its own.
What happens to my details?
Details entered in the booking calendar are processed through LeadConnector for booking. See our Privacy Policy and the calendar's privacy and consent information.
You may request access, correction, withdrawal of consent or deletion. Deletion may be subject to legal and record-retention obligations.