PROPERTY ASSET PLANNING
“If you fail to plan, you are planning to fail.”
Buying the wrong property means risk of losing our hard earn saving. Using CPF wrongly means we are further from our retirement.
6100 9696
Many Home Owners have a lot of worries when it comes to UPGRADING...
With years of experience, in-depth Financial Planning and effective Property Asset Progression Strategy, many of our clients are able to;
1. Upgrade with ZERO CASH TOP UP.
2. Upgrade without WORRIES of future finance.
3. Owned Additional properties and create PASSIVE INCOME.
4. Upgrade without RENTING.
Case Study 1 - Terrace upgraded to Semi- Detached
Mr & Mrs C plan to upgrade their terrace house to Semi-Detached because family size growing and their concern of elderly parents climbing up and down the staircase.
After working out their financial planning and understanding their needs and wants. They have to buy and sell concurrently as they need the fund from selling to finance their next house. They mention to us that they strongly against the ideal to rent first then buy as many others have propose to them.
After careful planning in finance, our team creative marketing method and a lot of coordination work involved, we mange to help them sell their current place and fulfill their dream of getting the ideal home.
Purpose of Home Owners upgrading..
Purpose of my client upgrading their property asset.
*Cash out and reinvest.
*Their Current house price was stagnant for the last 5 – 10 years.
*HDB upgrade to Condominium for the family.
*Owning Multiple Properties for rental income
*Asset planning for future retirement.
Case Study 2: HDB upgraded to New Launch
Mr & Mrs Tan own a new BTO in Punggol which have just met the Minimum Occupation Period.
They have heard a lot about upgrading but was not sure if they could do it and what are the risk factors to look out.
After meeting us, we understand their needs and wants. We went through a few rounds of discussion as this is their first asset progression and we want to make sure their buy something they like and can help the make profit for future roadmap planning.
We manage to assist them sold their BTO at above market price with our Creative Marketing Method and Mr & Mrs Tan had just collected key for their DREAM Home and on the correct path to Property Asset Progresion Roadmap.
