For Grandparents, Business Executives & Business Owners

'There is no grandfather that does not adore his grandson.'

Victor Hugo (Les Misérables 1862)

How To Leverage Your Wealth For Your Grandchildren To Get Ahead of The Rest

&

Ensure

Your Estate Can Be Distributed Equitably

without compromising your own retirement lifestyle

so you can enjoy an amplified future that is

dependable for your family and you.

(Click play button to watch a short video below)

Trending: Rising interest rates and inflation have resulted in more expensive loans and tuition fees

The Gift Of A Lifetime

Everyone that knows, knows that the cornerstone of success and financial security is the investment made in quality education and peer-learning at top-tiered universities.

After all, your greatest asset is you.

Suffice to say, such funds for a definite time-bound purpose are much better off not tied up directly in the markets and fixed assets.

That being well-established, the other question perhaps is, what if the child is just not 'study-material?'

The economy can be a riddle, wrapped in a mystery. Your family wealth and future do not have to be a riddle on that enigmatic ride.

Hello, I am Cordelia. As a certified financial professional, I focus on estate planning, chiefly, in the aspects of Wealth Transfer for Grandparents and Retirement for working Professionals.

Having lived in Paris(France) for 7 years, I work also with Expats residing in Singapore and Business Owners.

RECOMMENDATIONS

'Cordelia places my interest as a client first. I have a greater peace of mind for myself and my family, thanks to her work. She is client-centric and someone I trust.'

Hong Thye

(Architect)

'I have never come across anyone like Cordelia in her space of work. She simply stands apart from others because of her ability to connect with me in a genuinely caring way as a woman, mother and wife. It is always pleasant talking to her; she talks with utmost clarity and confidence. She is totally committed towards her work and clients and I would praise her.'

Natasha

(Expat)

This Christmas 2023, set your loved ones up for a brighter & promising future.

'Cordelia impacted my life in a significant way with the dedication she has shown ..I recommend her if you are looking for sincerity combined with an intellect..'

Peter

(Business Owner)

'Cordelia..she does what is right for me, my wife and most recently grandkids..Talking with her is always time well-spent as she has a good sense of humour too!'

Philip

(Business Owner)

'Cordelia listens well..I like her attitude..She is sincere, professional and explains well.'

Grace

(Retiree)

Copyright © 2023. All rights reserved.