Make sense of
what you have.
Plan what comes next.
Bring your CPF, policies, savings and investments together around the retirement income—and life—you want.
Phillip Securities Pte Ltd
Where could your
retirement income come from?
Each resource has a different role. We look at how they could work together over time.
CPF
Consider CPF LIFE and when income may begin.
Existing policies
Understand potential payouts, terms and purpose.
Investments
Consider income, withdrawals and market risk.
Savings & other assets
Allow for accessible reserves and other resources.
A purpose for
every piece.
A planning illustration. Available income depends on your circumstances, product terms and investment outcomes.
Listen first.
Build understanding.
We start with you, then work through the choices together.
Your life.
Your resources.
What matters to you? We bring what you already own into one clear picture.
Your income.
Your portfolio.
Map potential income sources, then consider a portfolio around your goals and comfort with risk.
Your choices.
As life changes.
Understand the reasons and trade-offs. Review the plan as your needs and family priorities evolve.
It should fit
your life.
“My role is to help you understand the choices, weigh the trade-offs and shape a plan you can live with.”
Retirement income is the focus. Protection, family responsibilities and legacy remain part of the picture.
About DorothyStart with what
matters to you.
You don’t need all the answers. One question is enough to begin.