Being a trusted adviser to our affluent clients for over two decades, we have helped many of them include the CPF as part of their comprehensive wealth plan. In light of the recent changes to CPF in Budget 2024, we have refreshed our 7-part series on understanding CPF for retirement, and we are happy to share part 3 of the series in this video.

Our view is that the CPF is one of the best "investment" tools for your accumulation towards retirement as the returns are high (and guaranteed) relative to its risk. In fact, your OA returns up to 3.5% p.a., SA and MA up to 5%, and RA up to 6%. Are these figures unfamiliar to you compared to the most commonly known interest rates of 2.5% and 4.08%?

In this video, Alvin, our Client Adviser, illustrates the calculations behind these rates to help you better understand the rationale and how to optimise your CPF as an accumulation tool.

You can watch all 7 parts of this video series here:    • Understanding CPF Series  

You can also listen to this Money Wisdom Podcast by our Founder and CEO, Christopher Tan, as he delves deeper into the unpopular opinions behind the "lost opportunity of Special Account shielding" for Singaporeans aged 55 and above from 2025, and its effects on your retirement: https://providend.com/s3e04-how-will-...
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Having worked with retirees for nearly two decades, RetireWell™ is a robust methodology that Providend has developed to design a retirement income plan that will provide you with a safe and reliable stream of income for the rest of your life. Download a complimentary copy of the full eBook today here to learn more - https://providend.com/our-clients/ret...

You deserve a safe pair of hands and a second pair of eyes to help you avoid costly financial mistakes. Do schedule an appointment with us for an honest opinion on your current retirement plan here: https://providend.com/our-clients/ser...
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Learn more about:
▸Alvin at https://providend.com/alvin-neo/
▸Providend's Money Wisdom Podcast Season 3 at https://providend.com/providends-mone...
▸Our philosophy at https://providend.com/about/
▸Our team at https://providend.com/our-team/
▸Our publications at https://providend.com/publications/

Connect with Providend:
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▸Newsletter: https://providend.com/#newsletter-sub...

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