Know what to hold, what to sell, and when.
If you own more than one property, or are thinking about retirement, the question is often what to hold, what to sell, and when. I help you review your portfolio and plan the timing of each move.
How I can help
Portfolio restructuringRetirement planningInvestment financial planningMarket timing for entry and exit
Know where the market stands before you decide.
A free, no-obligation live Zoom briefing on today’s market, shaped around your portfolio.
How a review works
Three questions, answered with numbers
Review what you own
What you own, what you owe and what each property earns, in one clear picture.
Model the options
Hold, sell, upgrade or downsize, with the cash flow and cost of each laid side by side.
Time your moves
Entry and exit planned against market conditions and your own timeline.
Who this is for
Is a portfolio review right for you?
You own more than one property
Work out which to keep, which to sell, and in what order.
You are planning for retirement
See how your properties fit your income needs and long-term plans.
You are thinking of upgrading or downsizing
Test whether the move makes sense for your finances before you act.
From clients
Planning that protects you
He tried a few times to pull us back from over-commitment for our next purchase, and laid out a plan for us to progress safely in our asset progression path.
Vincent Koh, sale and purchase
He went through complex financial calculations and analysis with me and my family, and discouraged me from upgrading as it was not financially prudent.
Jasmine Lim, upgrade planning
He has done all the mathematics, planning and timeline for me to transition into my new house.
Sam John, sale and purchase
Planning questions
What is a free sharing session?
A free, no-obligation conversation where I go through your situation step by step, so you can see your options clearly.
What should I bring?
Details of your properties, outstanding loans, how much CPF you have used, and what you want from the next five to ten years. Rough figures are fine to start.
Is this financial advice?
I focus on the property side. For investment products, tax or insurance, I will suggest you speak to a licensed financial adviser or a tax professional.
Planning your next property move?
Book a free sharing session and see your options clearly.