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Anonymous
1)What to expect for investment returns, 3%, 4%, 5% or more?
2) Invest in UT for net 4% returns after IFA's management fee or invest in low-cost funds like DFA and sell off units monthly or yearly for retirement income?
3) Are IFA insurance agent who ends up recommending insurance pdts (AVI, ML, AX etc) or are there alternatives?
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Pang Zhe Liang
02 Jan 2020
Fee-Based Financial Advisory Manager at Financial Alliance Pte Ltd (IFA Firm)
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From here, we will do a projection on your expenses and use the right tool available to help you achieve your goal in the most efficient manner.
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