My Financial Planning Services

David, Pan Qi, Wealth Adviser with CIMB, provides financial plans and investment management for individuals and business owners. We help our clients with investments, retirement planning, tax minimization, cash flow analysis, risk analysis and estate planning.

Our mission is to partner with clients to establish and achieve the client's financial goals through objective planning and management of investment assets. We learn about you, your goals and requirements so we can effectively serve you.

OUR CLIENTS

Our clients come from a wide variety of backgrounds, family status and financial situations but most have a few common traits:

Most are baby boomers and young retirees looking to build and protect their retirement nest egg.

All want to form a long-term partnership with an independent, highly competent advisor they can trust.

YOUR FINANCIAL GOALS

A key to successful financial planning is to identify your personal goals, so that you are better placed to achieve them. We have found that clients wish to set many of the following goals. Which apply in your own case?

BUILD AND PROTECT my retirement nest egg

DEVELOP a plan which will enable me to maintain my standard of living in retirement

REDUCE my tax bill (including income, capital gains and estate taxes)

SAFEGUARD my family and property

REDUCE time spent managing and worrying about my financial affairs

BUILD a superior retirement plan for my small business

DEVELOP a plan to save for, and reduce the cost of college for my kids and grandkids

EXPAND my ability to give to charities

ORGANIZE my financial affairs

EVALUATE the purchase of real estate or other property

REDUCE personal, business and investment risks


Should you have similar concerns? Don't retain anymore, contact me now to schedule a free consultation.

David, Pan
Adviser, Wealth Management Group
CIMB-GK Securities Pte. Ltd.
Email: david.pan@cimb.com