Email Template (Documents Required for Financial Planning)
Started by TEA ENG PENG
0 points
TEA ENG PENG
Hi Xxx,
Congrats on taking the first step to seriously looking into your financial health!
As discussed, the primary objective is to take stock of what you have and plan for your desired retirement lifestyle.
I will also provide you with ways to maximize your current resources by allocating them optimally based on the existing options available.
In order to achieve the above, I would need you to prepare the following documents for my assessment:
1) Insurance policies schedule & statements (Those that you have not yet show me)
2) Investment holdings (if any)
3) Last 3 months Bank statements of accounts and Credit Cards Statements to access cashflow pattern
4) Last 3 months payslip and last 3 years Notice of Assessment (Can be downloaded from IRAS website)
5) CPF latest statement of account
6) CPF last 15 months Transaction and Contribution History
7) CPF Public Housing Withdrawal Detail (Click My Statement –> Click Property –> Click Housing Withdrawal Detail)
8) Estimated Current Value of all properties and their outstanding loan (If Any)
Alternatively you can also login https://www.mymoneysense.gov.sg using your singpass to consolidate all your financial details instead.
After login, you can skip the building your financial dashboard by going straight to the top menu and select More –> Settings where you can Edit bank and CDP connections with SGFinDex then screenshot the summary page for me.
Please note that all information that you provide me is of strictest confidential and even your spouse or our mutual friend will not know unless you tell them yourselves.
Let me know when your documents are ready and you can either email them or I can also pick them up from you personally.
I'll call you next week to follow up with your progress.
Thanks & Regards,
TEA ENG PENG ChFC, AEPP, SAMP
Financial Advisory Director (MAS Rep No. TEP100069931)
m. (65) 9061 2456 | t. (65) 6222 1889 | f. (65) 6222 1019 | w. http://www.fa.com.sg/teaengpeng
FINANCIAL ALLIANCE PTE LTD (Co. Reg. No 199307144W)
150 Beach Road, #12-01/08, Gateway West, Singapore 189720
Disclaimer:
The above is provided to you for information only and does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Buying a life insurance policy is a long-term commitment. An early termination of the policy involves high costs and the surrender value payable may be less than the total premiums paid. You may wish to seek advice from a financial adviser before making a commitment to purchase any of the products. In the event that you choose not to seek advice from a financial adviser, you should consider whether the product in question is suitable for you.
CONFIDENTIALITY NOTICE
The information in this email and any attachments is confidential and intended solely for the use of the individual(s) to whom it is addressed or otherwise directed. If you are not a named addressee or otherwise an intended recipient you are requested to immediately notify the sender and to delete this email and all attachments from your system.
0 points
TEA ENG PENG
Hi Xxx,
Congrats on taking the first step to seriously looking into your financial health!
As discussed, the primary objective is to take stock of what you have and plan for your desired retirement lifestyle.
I will also provide you with ways to maximize your current resources by allocating them optimally based on the existing options available.
In order to achieve the above, I would need you to prepare the following documents for my assessment:
1) Insurance policies schedule & statements (Those that you have not yet show me)
2) Investment holdings (if any)
3) Last 3 months Bank statements of accounts and Credit Cards Statements to access cashflow pattern
4) Last 3 months payslip and last 3 years Notice of Assessment (Can be downloaded from IRAS website)
5) CPF latest statement of account
6) CPF last 15 months Transaction and Contribution History
7) CPF Public Housing Withdrawal Detail (Click My Statement –> Click Property –> Click Housing Withdrawal Detail)
8) Estimated Current Value of all properties and their outstanding loan (If Any)
Alternatively you can also login https://www.mymoneysense.gov.sg using your singpass to consolidate all your financial details instead.
After login, you can skip the building your financial dashboard by going straight to the top menu and select More –> Settings where you can Edit bank and CDP connections with SGFinDex then screenshot the summary page for me.
Please note that all information that you provide me is of strictest confidential and even your spouse or our mutual friend will not know unless you tell them yourselves.
Let me know when your documents are ready and you can either email them or I can also pick them up from you personally.
I'll call you next week to follow up with your progress.
Thanks & Regards,
TEA ENG PENG ChFC, AEPP, SAMP
Financial Advisory Director (MAS Rep No. TEP100069931)
m. (65) 9061 2456 | t. (65) 6222 1889 | f. (65) 6222 1019 | w. http://www.fa.com.sg/teaengpeng
FINANCIAL ALLIANCE PTE LTD (Co. Reg. No 199307144W)
150 Beach Road, #12-01/08, Gateway West, Singapore 189720
Disclaimer:
The above is provided to you for information only and does not have any regard to your specific investment objectives, financial situation or any of your particular needs. Buying a life insurance policy is a long-term commitment. An early termination of the policy involves high costs and the surrender value payable may be less than the total premiums paid. You may wish to seek advice from a financial adviser before making a commitment to purchase any of the products. In the event that you choose not to seek advice from a financial adviser, you should consider whether the product in question is suitable for you.
CONFIDENTIALITY NOTICE
The information in this email and any attachments is confidential and intended solely for the use of the individual(s) to whom it is addressed or otherwise directed. If you are not a named addressee or otherwise an intended recipient you are requested to immediately notify the sender and to delete this email and all attachments from your system.