Estate planning is a crucial aspect of financial security and peace of mind, yet many overlook its significance until it’s too late. Our team is comprised of not just investment portfolio managers, insurance experts but also certified estate planning practitioners. Speak to us more, start early. https://lnkd.in/dn5uDkuQ
Grad$avvy
Financial Services
A highly qualified all-rounded team who creates portfolios according to your financial needs.
About us
A highly qualified all-rounded team who creates portfolios according to your financial needs. We're individuals of diverse finance-related educational backgrounds i.e. Bachelors / Masters in Finance-related fields. We were founded to create good relationships with students, make financial literacy easier for undergrads & graduates to understand, and follow through their portfolio progress at different life stages. You may get in touch with us at gradsavvy2016@gmail.com
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Singapore
- Type
- Self-Employed
- Founded
- 2016
Locations
-
Primary
Get directions
3 Temasek Boulevard
22-02
Singapore, 038983, SG
Updates
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Debts, are they good or bad - add this to your reading list! Spend a moment to reflect on how you’d normally manage your assets and liabilities, and speak to us if you’d like :) #financialliteracy #financialeducation #finance #financialplanning #debts #liabilities #singapore #networth #adulting https://lnkd.in/edMMRZjK
I worked in financial literacy for years, and there are 3 things I learned about money that many adults don't know
businessinsider.com
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Have a read and have a thought on whether your medical coverage is sufficient? https://lnkd.in/gMfPhmNy
Commentary: What to do about rising medical costs in Singapore
channelnewsasia.com
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Can you confidently say that you are financially prepared for mishaps? Prior to meeting us, many of our clients struggled to set realistic targets, and had problems taking care of these risks. Thanks to our systematic and comprehensive planning for them, they are more financially prepared. https://lnkd.in/g_qaYGDs
Nearly half of Singaporeans feel they are not financially prepared to handle a cancer diagnosis: Study
todayonline.com
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What does this mean in terms of investment opportunities? Speak to us if you’d like to to find out mroe! https://lnkd.in/g2Y67RKm.
Warren Buffett’s cash pile hits $241b record high on scarce deals
afr.com