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Our team of Financial Planners and professional advisers go beyond a traditional approach to bring you a fresh perspective across a range of financial planning services.
Our team of planners in Singapore consists of some of the most experienced and qualified professionals in the city, giving you confidence in your future, wherever that may take you.
As a wealth management firm, we offer comprehensive financial planning services, backed by our in-house legal and tax experts. Our integrated approach ensures clients receive holistic advice from a trusted financial planner that covers the entire breadth of the financial market.
We work hard to form excellent client relationships, understand their aspirations and give the quality service and bespoke structuring they require to address their complex needs.
With offices worldwide, we offer face-to-face services globally. Our extensive network of experts ensures that we are accessible and available to your needs wherever you are.
Progeny’s all-encompassing approach to financial planning helps ensure all your requirements are met by some of the sector’s finest minds. Below are just some of the services we offer.
Planning for your future is made easier with Progeny.
Advice to help you make the most of your pension, wherever you are in the world.
We offer expert independent advice on what might be your most important investment.
Bespoke financial planning for your specific needs.
Securing your wealth for future generations.
First, we get to know you and understand your financial circumstances, your goals, values and aspirations. This helps us explore and narrow down suitable strategies for you.
We also begin the process of assessing your appetite for risk, need for risk and capacity for loss.
Next step: a full audit of your present position to ensure that we have a true and complete understanding of you, your family and your financial affairs.
Lifetime Cashflow Modelling is a vital part of what we do here. We use this tool to see into your future, removing some of the guesswork and allowing you to make informed decisions. It will help to identify whether you are on track to achieve your goals and what you need to earn and save, the level of returns needed and how much risk you can afford to take. It also helps to identify any contingency planning needs for ‘life’s unknowns’.
We create a robust financial plan dealing with your wealth, your investments, tax and contingencies. This will then be shared with you, ready for you to review prior to implementation.
We will carry out in-depth research and analysis to create a robust and thorough Financial Plan, which will incorporate the following areas:
These elements will then culminate into the creation and delivery of a personalised full financial planning report that includes your strategic plan, together with the rationale and evidence to support the suitability of our advice and recommendations.
Proper financial planning is not a one-off event. Our ongoing advice process ensures that you stay on track and achieve your life goals in an ever-changing world.
This is a dynamic and evolving process to ensure that you meet your goals and aspirations. Your plans will have to adapt to changing conditions and circumstances along the way, and for this reason, people need ongoing advice, counselling and support.
Our ongoing Advice Service is designed to work with you in an open, transparent and collaborative way. We aim to give you a clear picture of your current position and financial progress based on your stated goals and aspirations.
We will issue a comprehensive Review Meeting Report covering our discussions and recommended actions. In this, we will cover:
Utilising available allowances, legislative changes, Income Tax planning, Capital Gains Tax planning and Inheritance Tax planning.
Reappraisal of the ongoing suitability of existing plans.
Any top-ups to existing ISAs, pensions and investments that we may recommend.
Finally, where required, we will liaise with your accountant and/or solicitor.
With decades of experience, working with both UK and international clients, our expert team have dealt with a wide variety of complex requirements, with the aim of helping people achieve financial freedom.
We offer an exclusive service to our clients, driven by individual circumstances, putting you at the centre of everything we do.
It begins with a full analysis of your circumstances, aspirations and existing assets, to get the deepest understanding of you and your world.
From there, we can create a bespoke strategy, with tailored recommendations to improve and enhance your portfolio, whilst also suggesting ways to minimise costs.
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Please note:
This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.
Tax treatment depends upon individual circumstances and is based on current UK tax legislation, that is subject to change at any time.
Financial planning involves correctly managing finances, investments and savings for future goals. These goals could involve your retirement, providing for your children or making a large purchase.
A retirement abroad has been popular among British retirees – with a return home to the UK after time in a sunnier, warmer climate such as one of the Mediterranean hotspots. With global travel more accessible and technology providing a reliable link home, other more contemporary, further afield destinations are now also an option.
No matter where you choose to retire, it is important to take advice from international experts to ensure that your tax and financial affairs are properly structured. This will then leave you free to enjoy the exciting lifestyle on offer.
With many people now living longer, you need to ensure that your retirement years are sufficiently financed. If you plan to retire at or around the traditionally ‘expected’ retirement age, the impact on your pensions and savings could be significant. Although a shift in attitudes may come as UK State Pension ages extend, it’s a fact that longer life expectancy will certainly need to be considered when it comes to any planning. And it’s no surprise that for many, the State Pension will barely be adequate.
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