Introduction
When you invest your monies into stocks from companies, real estate investment trusts or bonds, you receive dividends, rental income and coupon income. You get paid to hold a portfolio of investments, which you can either withdraw to fund your lifestyle or reinvest to earn higher returns over time.
What does the product cover?
The portfolio consists mainly of unit trusts that are invested in:
- Equity Funds that pay out Dividends Income.
- Real Estate Investment Trust that pays out Net Rental Income.
- Bond Funds that pay out Coupon Income.
As you’re diversified across different asset categories and market segments, this will provide more stability to the stream of income you receive from your investment portfolio.
A Customised Investment Portfolio
Given your objective for investing, your unique risk profile and time horizons, a suitable investment portfolio will be recommended, with the right balance of asset allocation to meet your profile.
Income Gains
Sit back, and let your wealth work for you; you can opt to receive a stream of regular income or re-invest to accumulate more units.
Capital Gains
Market tends to trend upwards over time, so you will receive income, and also participate in the capital upside.
Journeying with You
Journeying through some challenges in life can be tough and we know. We make sure that every step of the way, we are there to help you.
Andrew Han
MINDEF - Assistant Director (IT systems)/SMART buildings
I was actually in the market looking for a short term saving plan with guaranteed returns of between 10 to 12%/annum. Jeremy was able to refer me to an opportunity that offered a financial platform which guarantees by contract my
Abe Fumika
Consultant
She is knowledgeable, responsible and do not ‘hard sell’ her policies. Rachel has always been in this industry. She is always here to take care of my questions and to constantly update me with regards to change in policy’s terms
Esther Lee
Doctor
Rachael has been our financial consultant for the past 5 years and we have been very pleased with her service and professionalism. With our busy schedules, Rachael is always very understanding and accommodating. She is also very transparent in sharing
Wong Hoe Hon
Director of Eastern Green
Roger is a great person with great character. He is very trustworthy and provides excellent service. I gained much clarity after speaking with him! He was able to show me a clear overview across insurers and even shared with me
Dicky Ho
Information Technology Security Officer
Joseph is a very hardworking and responsible consultant. He gives the best advice and solutions after analyzing my needs. He is also a very good trusted friend. I am very pleased to have him to take care of my portfolio.
Satyajit RK
Recruitment Consultant
Daniel has provided an excellent service. He recommended policy that matched my requirements. Thank you!
Felix Setiawan
Interior Designer
Nelson is different from others, he is knowledgeable in his industry. I appreciate his professionalism as he only recommended solutions based on my needs. He is extremely helpful and is willing to go the extra mile for his clients. I
Joel Rodrigues
Chief Investment Office - Investment Content Manager
I decided to work with Daniel for my financial planning matters as he was able to provide me with the information that I need whilst remaining objective about his recommendation. Throughout my interaction with Daniel, I appreciate the fact that
Klaire Chan
Adult Educator
Prompt and patient, responsive and responsible, Anne was a real blessing in her attentive consultations, efficient follow-throughs and thoughtful support. I know I can trust her to be there for me on this journey to financial health!
Jackie
Professor
I have known Ron since 2015 and find him to be a professional who truly listens to all my needs. He provides great solutions for my retirement planning, and I am happy with it.
Tan Jia Jun
Director at Unisprings
Excellent and fast service by Daniel Choo!
Henry Koo
Consultant, Chief Financial Officer, FMCG, FCA
Jeremy genuinely cares, is always willing to help and advises from the heart. He is knowledgeable about various financial and insurance products and offers a holistic retirement/financial planning approach.
Alan Koo
SABECO - Chief Financial Officer/Deputy General Director
I was introduced to Jeremy via a referral. Overall, I was happy with the service that Jeremy rendered given my requirements. Good follow through and always able to provide different offerings for me to decide upon and not just a
Jenny
Sales Manager
I get to know Joseph as my financial planner in year 2019 . He is a great person with great character. He is very trustworthy and provides excellent service. Joseph has made the process of dealing with insurance easy and
Hannah
Teacher
I am glad to have chanced upon Midas and met Joseph and Kardiono when I was looking for an investment plan that could grow my funds for retirement. Having exhausted my funds on housing and surrendered my investment link insurance
Eric Elsig Fabian
NIKE - Director Treasury Asia
I have been looking for a long time for someone who could explain me the maze of financial planning, until I met Jeremy, everything become crystal clear. Throughout the different meetings, Jeremy has been able to identify my needs and
Yew Chi Sing
MAS - Deputy Director
“Jeremy has provided me with great advice in financial planning. As an independent financial adviser, I truly appreciate that he's able to analyse and compare across all the market products available which best fit my requirements. He has helped me
Lock
Head of Security and Compliance
Wai Hon has extensive experiences in the financial services industry in various capacities. As an advisor, he is very professional in helping me to find the best product in the market that suits my exact needs. He is helpful in